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Stephen Church
Trader and Portfolio Manager at Chandler Asset Management, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chandler Asset Management, Inc. | Trader and Portfolio Manager | Mar 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 Management | Associate Portfolio Manager | Dec 2018 to Mar 2022 | — |
| Fisher Investments | Research Analyst - Portfolio Evaluation | Nov 2017 to Dec 2018 | — |
| Fisher Investments | Research Associate-Portfolio Implementation | Jan 2015 to Nov 2017 | — |
| Fisher Investments | Investment Associate-Client Operations | Oct 2013 to Jan 2015 | — |
Education
University of Arizona
Bachelor of Science (BS)
Anglo-American University
Skills & Expertise
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 | |
T Ted Piorkowski | Senior Vice President Portfolio Manager | San Diego, CA , United States |
W William Dennehy | Co-Chief Investment Officer | San Diego, CA , United States |
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