Carlos Manuel Oblites
Portfolio Manager-Fixed Income bij Chandler Asset Management, Inc.
Profiel
Mr. Carlos M.
Oblites is Senior Portfolio Strategist at Chandler Asset Management, Inc. He is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process.
He has over 20 years of investment and financial experience, focused largely on managing short-term fixed income and pension strategies for governmental and institutional non-profit clients.
Prior to joining the firm, he served as the Administrative Services Manager at Central Marin Sanitation Agency, and was responsible for all aspects of the Agency’s financial, human resources, administrative support, and information systems activities.
He also has significant expertise in serving California public agencies, healthcare, and insurance clients through his roles as Director at PFM Asset Management, and as a Principal at Wells Capital Management.
He has also worked as a marketing/research consultant with Wells Fargo Bank and as teacher for the Long Beach Unified School District.
He holds a Bachelor of Arts degree in History from the University of California, Santa Barbara, and earned a Master’s degree in Business Administration from San Francisco State University.
Actieve functies van Carlos Manuel Oblites
Bedrijven | Functie | Begin |
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Chandler Asset Management, Inc.
Chandler Asset Management, Inc. Investment ManagersFinance Chandler Asset Management, Inc. (Chandler) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Mary Catherine (Kay) Chandler in 1988. Chandler provides fixed income investment management services to the public sector, as well as to hospitals, foundations, endowments, individuals and corporations. | Portfolio Manager-Fixed Income | 01-01-2017 |
Eerdere bekende functies van Carlos Manuel Oblites
Bedrijven | Functie | Einde |
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Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Corporate Officer/Principal | - |
Opleiding van Carlos Manuel Oblites
San Francisco State University | Masters Business Admin |
University of California, Berkeley | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Chandler Asset Management, Inc.
Chandler Asset Management, Inc. Investment ManagersFinance Chandler Asset Management, Inc. (Chandler) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Mary Catherine (Kay) Chandler in 1988. Chandler provides fixed income investment management services to the public sector, as well as to hospitals, foundations, endowments, individuals and corporations. | Finance |