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Kyle Perry
Associate Portfolio Strategist at Chandler Asset Management, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chandler Asset Management, Inc. | Associate Portfolio Strategist | Jul 2024 to Present | — |
| Lake Pend Oreille School District | Sports Coach | Feb 2021 to Aug 2023 | Baseball and Football Assistant Coach |
| Farm Bureau Financial Services | Registered Representative | Jun 2022 to Jun 2023 | Series 7 and 66 licensed rep Financial planning |
| Farm Bureau Mutual Insurance Company of Idaho | Insurance Agent | Jan 2021 to Jun 2023 | — |
| Farm Bureau Mutual Insurance Company of Idaho | Sales Associate | Oct 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)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Strategist | Los Angeles, CA , United States | |
| Deputy Chief Investment Officer | United States | |
| Senior Portfolio Manager | San Diego, CA , United States | |
J Julie Hughes | SVP, Portfolio Strategist | Denver, CO , United States |
| Associate | San Diego, CA , United States | |
R Rare Williams | Associate Portfolio Manager | San Diego, CA , United States |
| Deputy Chief Investment Officer, Chandler Asset Management | Bainbridge Island, WA , United States | |
| Senior Portfolio Strategist | Atlanta, GA , United States | |
S Stephen Church | Trader and Portfolio Manager | San Diego, CA , United States |
T Ted Piorkowski | Senior Vice President Portfolio Manager | San Diego, CA , United States |
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