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JH

Julie Hughes

SVP, Portfolio Strategist at Chandler Asset Management, Inc.

Denver, CO , United States

About

Julie Hughes is Senior Vice President and Portfolio Strategist at Chandler Asset Management, based in Denver, Colorado. In this role, she specializes in the design and execution of investment strategies for institutional clients, with a particular emphasis on short-term fixed income portfolios. Her work involves advising public agencies, healthcare providers, and nonprofit organizations, ensuring portfolio strategies are tailored to their risk tolerance and liquidity needs.

Hughes brings extensive expertise in fixed income markets, including expertise in structured products, derivatives, and credit analysis. Before joining Chandler Asset Management in 2014, she served as SVP, Portfolio Manager and Structured Products Advisor at D.A. Davidson/ Davidson Fixed Income Management, and as SVP-Derivatives Advisor at Sound Capital Management, where she focused on advising institutional clients on complex security structures and optimizing portfolio performance within conservative mandates.

She holds an MBA in Entrepreneurial Management from The Wharton School and a BBA in Marketing from The University of Texas at Austin. Over her career, Hughes has contributed to educational initiatives for industry professionals and is known for her disciplined approach to portfolio strategy and fixed income risk management.

Career History

OrganizationRoleDate RangeDetails
Chandler Asset ManagementSVP, Portfolio StrategistApr 2014 to Present
Build and maintain relationships with institutional clients; management of short-term fixed income portfolios. Senior member of sales/client management and investment teams; present investment strateg...
D. A. Davidson, Davidson Fixed Income ManagementSVP, Portfolio Manager, Structured Products Advisor, Credit AnalystAug 2007 to Apr 2014
Client facing portfolio manager for institutional clients specializing in short-term fixed income investments; derivatives and structured investment advisor; municipal credit analyst
Sound Capital Management, Inc.SVP-Derivatives AdvisorJun 2004 to Jul 2007
Interest rate swap and derivatives advisor; sales/relationship management and engagement execution

Education

The Wharton School

MBA, Entrepreneurial Management

1990 1992

The University of Texas at Austin

BBA, Marketing

1982 1986

Skills & Expertise

Portfolio Management
Capital Markets
Forecasting
Client Presentation
Investments
Interest Rate
Strategic Planning
Contract Negotiation
Account Management
Interest Rate Derivatives
Sales

Others at Chandler Asset Management, Inc. (16)

NameRoleLocation
Alayne Sampson
Alayne Sampson
Senior Portfolio StrategistLos Angeles, CA , United States
Daniel Delaney
Daniel Delaney
Deputy Chief Investment OfficerUnited States
John McDowell
John McDowell
Senior Portfolio ManagerSan Diego, CA , United States
Nolan Serumaga
Nolan Serumaga
AssociateSan Diego, CA , United States
R
Rare Williams
Associate Portfolio ManagerSan Diego, CA , United States
Scott Prickett
Scott Prickett
Deputy Chief Investment Officer, Chandler Asset ManagementBainbridge Island, WA , United States
Scott Stitcher
Scott Stitcher
Senior Portfolio StrategistAtlanta, GA , United States
S
Stephen Church
Trader and Portfolio ManagerSan Diego, CA , United States
T
Ted Piorkowski
Senior Vice President Portfolio ManagerSan Diego, CA , United States
W
William Dennehy
Co-Chief Investment OfficerSan Diego, CA , United States
Showing 1-10 of 16 team members

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