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Kyle Perry

Kyle Perry

Associate Portfolio Strategist at Chandler Asset Management, Inc.

Denver, CO , United States

About

Kyle Perry is an Associate Portfolio Strategist at Chandler Asset Management, Inc., based in Denver, CO. In this current role, he supports the development and implementation of multi-asset class investment strategies, contributing to client portfolio construction and helping deliver investment solutions tailored to institutional and public agency clients.

Perry's expertise includes strategy design and portfolio analysis for diversified investments that span fixed income securities, equities, REITs, and commodities, aligning with Chandler's disciplined, research-driven approach to risk management and income enhancement. He actively participates in client communications and presentations, offering updates on portfolio profiles and market overviews to boards and committees. His prior experience includes serving as a Registered Representative at Farm Bureau Financial Services and as a Sports Coach at the Lake Pend Oreille School District, reflecting a background of leadership and financial services engagement.

He holds a Master’s in Finance from the University of Colorado Boulder—Leeds School of Business, along with an undergraduate degree in Finance from the University of Idaho. Perry leverages his strong academic background and practical expertise to support Chandler’s focus on customized multi-asset class portfolio management for institutional investors.

Career History

OrganizationRoleDate RangeDetails
Chandler Asset Management, Inc.Associate Portfolio StrategistJul 2024 to Present
Lake Pend Oreille School DistrictSports CoachFeb 2021 to Aug 2023
Baseball and Football Assistant Coach
Farm Bureau Financial ServicesRegistered RepresentativeJun 2022 to Jun 2023
Series 7 and 66 licensed rep Financial planning
Farm Bureau Mutual Insurance Company of IdahoInsurance AgentJan 2021 to Jun 2023
Farm Bureau Mutual Insurance Company of IdahoSales AssociateOct 2020 to Dec 2020

Education

University of Colorado Boulder - Leeds School of Business

Masters, Finance

2023 2024

University of Idaho

Finance

2016 2020

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
J
Julie Hughes
SVP, Portfolio StrategistDenver, CO , 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
Showing 1-10 of 16 team members

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