Jake Rees
Jake Rees joined the Firm in April 2024 to support daily account reconciliation, trade processing and portfolio reporting. He also acts as a liaison between brokers and custodians. Before joining Chandler, Jake worked within the registered investment adviser (RIA) retail space at Callan Capital as a Client Service and Operations Associate and at BWM Financial […]
Alexa Martinez
Alexa joined Chandler in 2024. She serves as a liaison between the Client Services and Investment Operations teams and assists with vendor management. During her finance career, she has gained experience in financial advising, trading, data management and reporting services. She began in 2015 as a teller at Wells Fargo, progressing to a Brokerage Associate […]
Luz DeVries
Luz Devries joined Chandler in April 2024 to support daily account reconciliation, trade processing, and portfolio reporting, and acts as a liaison between brokers and custodians. Previously, Luz worked as a Trust Operations Manager at Union Bank, performing trade execution, swifts’ foreign currency, CUSIP asset location coding, and assisting with trading and reporting issues. She […]
Wesley Swana
Wesley Swana joined Chandler as an Operations Specialist II in 2023 and now serves as a Fund Accounting Specialist for the local government investment pools (LGIPs) Chandler manages. He plays a key role in LGIP operations, responsible for daily fund accounting, ensuring data integrity, maintaining operational efficiency, and generating reports. He also serves as a liaison […]
Claire Jang
Claire joined Chandler in 2025 as a Marketing Associate. She leads logistics planning for tradeshows and collaborates across departments to develop presentations and collateral for prospects and clients. Before joining Chandler, Claire held roles as a Program Coordinator for the National Alliance of Mental Illness (NAMI) and as a Marketing and Event Coordinator at STRIDE Fitness. […]
Casey Hermoso
Casey joined the Chandler team in March 2024 to lead proposal development and create compelling marketing content. She is passionate about brand strategy and connecting with clients and prospects to better understand our services through their experiences. Prior to joining Chandler, Casey gained diverse marketing and project management experience at companies including Guild Mortgage, Hyundai […]
Kelli Panther
Kelli Panther is a Client Service Associate and has over 30 years of experience in the Wealth Management sector. She serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client […]
Katie Yuan
Katie Yuan joined Chandler as a Client Service Associate in 2021 and now serves as a Fund Accounting Specialist for the local government investment pools (LGIPs) Chandler manages. She serves as a key liaison for LGIP participants, acting as a central liaison between all stakeholders to address operational and servicing needs. She also plays a […]
Gabrielle Eacock
Gabrielle Eacock joined Chandler in 2019. She serves as a primary point of contact for our clients, maintaining existing client relationships through effective responses to client inquiries, conducting timely portfolio reviews, and engaging in strategic communication. She also maintains the client database and oversees the Chandler Client Portal. Prior to joining Chandler, Gabrielle was a […]
Lili Arnsdorff
Lili Arnsdorff joined Chandler Asset Management in 2023 as a Relationship Manager. She is responsible for the development of institutional client relationships across the southeastern United States including public agencies, healthcare organizations, higher education, insurance funds, and special districts. Lili has spent her career in the Financial Services Industry and comes from a technology background. […]