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Carlos Manuel Oblites
Portfolio Manager-Fixed Income presso Chandler Asset Management, Inc.
Profilo
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.
Posizioni attive di Carlos Manuel Oblites
Società | Posizione | Inizio |
---|---|---|
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 |
Precedenti posizioni note di Carlos Manuel Oblites
Società | Posizione | Fine |
---|---|---|
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 | - |
Formazione di Carlos Manuel Oblites
San Francisco State University | Masters Business Admin |
University of California, Berkeley | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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 |
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