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Stephen Church

Trader and Portfolio Manager at Chandler Asset Management, Inc.

San Diego, CA , United States

About

Stephen Church is a Trader and Portfolio Manager at Chandler Asset Management, Inc., based in San Diego, CA, where he is responsible for managing and trading portfolios with a focus on institutional fixed income strategies. His expertise centers on corporate bonds and government securities, and his role involves developing investment strategies and supporting portfolio management for clients seeking stable, risk-adjusted returns.

Prior to joining Chandler Asset Management in March 2022, Stephen served as an Associate Portfolio Manager at HearthStone | Private Wealth Management, where he contributed to asset allocation and portfolio construction for private wealth clients. He also gained experience as a Research Analyst in portfolio evaluation at Fisher Investments, building his analytical credentials in investment research and performance analysis.

Stephen holds a Bachelor of Science from the University of Arizona and a degree from Anglo-American University, reflecting a strong academic foundation in finance and international studies. He has passed the Series 65 exam, further demonstrating his qualifications as an investment adviser.

Career History

OrganizationRoleDate RangeDetails
Chandler Asset Management, Inc.Trader and Portfolio ManagerMar 2022 to Present
Corporate Bonds · Government Securities · Commercial Paper · Credit Analysis · Asset-Backed Securities (ABS) · Bloomberg Terminal · Fixed Income Portfolio Management · Asset Management · Electronic Tr...
HearthStone | Private Wealth ManagementAssociate Portfolio ManagerDec 2018 to Mar 2022
Fisher InvestmentsResearch Analyst - Portfolio EvaluationNov 2017 to Dec 2018
Fisher InvestmentsResearch Associate-Portfolio ImplementationJan 2015 to Nov 2017
Fisher InvestmentsInvestment Associate-Client OperationsOct 2013 to Jan 2015

Education

University of Arizona

Bachelor of Science (BS)

Anglo-American University

Skills & Expertise

Credit Analysis
Economic Research
Trading
Quantitative Research
Financial Market Research
Portfolio Management
Fixed Income Portfolio Management
Fixed Income Analysis
Investment Properties
Property Management
Microsoft Office
Social Media
Customer Service
Public Speaking
Marketing
Research
Market Research
Financial Analysis
Investments
Time Management

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
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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