Rare Williams

Rare Williams is an Associate Portfolio Manager at Chandler Asset Management, Inc., based in San Diego, CA. In this role, Williams is responsible for supporting the development and implementation of portfolio strategies for institutional clients, focusing on public sector portfolios and risk-conscious asset management. His work centers on asset allocation, security selection, and maintaining compliance with public investment codes, aligning closely with Chandler’s specialization in managing fixed income strategies for governmental and nonprofit clients.

Williams has extensive experience in financial services, previously serving as a Trading Execution Representative at Fidelity Investments from 2021 to 2024, where he specialized in execution of trades and analysis across equities, fixed income, and exchange-traded products. Before Fidelity, he was an Investment Advisor at Morgan Stanley Wealth Management, advising clients on portfolio construction and investment planning with attention to risk parameters and client objectives. His expertise spans portfolio management, trading operations, and client advisory services across multiple asset classes including fixed income, equities, and ETFs.

He holds a Bachelor of Science degree from Central Michigan University. Williams brings a robust background in the investment industry, applying analytical rigor and a client-focused approach to help public institutions achieve their financial objectives. His contributions include enhancing portfolio compliance processes and tailoring investment solutions to meet the evolving needs of public sector and nonprofit organizations.