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Joseph Kolinsky

Chief Compliance OfficerChandler Asset Management Inc.

San Diego Area

Member Since August 2021

About

Joseph Kolinsky joined Chandler Asset Management in January 2020 and assumed the role of Chief Compliance Officer in April 2021. He provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Joseph also assists the firm’s President with the oversight functions within the firm and administering all aspects of the compliance program. Joseph has over 29 years of investment management experience, with 22 of these years being in internal audit and investment company / investment advisory compliance positions. Prior roles include Chief Compliance Officer and Head of Operations with 13D Management in New York City, and Director of Fund Compliance for Pacific Life. Joseph earned his B.A. in Economics from Iona College

Published content

Asset Management Expert: A Simple Approach to Conflicts of Interest

article

Conflicts of interest are inherent throughout the investment management industry.

How to Conduct Due Diligence on an Investment Advisor

article

As an investor, you need to be able to weigh and measure the qualities of any firm that you decide to trust your assets with.

Company details

Chandler Asset Management Inc.

Company bio

Chandler Asset Management's focus is on managing fixed income investments in order to maximize our capacity to best serve the unique needs of our safety-minded clients. This focus allows us to deliver service we are proud of and pursue optimal long-term results. RISK MANAGEMENT Our clients tend to be more risk-averse than the general investor population. They seek the partnership of a portfolio management firm with a proven track record for delivering consistent risk-adjusted returns across various market cycles. SERVICE Chandler has been client-centered as well as performance-oriented since our founding in 1988. Our interests are aligned solely with our clients and providing service that exceeds their expectations is prioritized equally to the investment results we deliver. PERFORMANCE Our team of experienced financial professionals is dedicated to delivering outstanding investment performance through the use of our proprietary quantitative analysis and qualitative insights, which are consistently implemented across all client portfolios. If your organization could benefit from a trusted partner experienced in fixed income investing with a strong historical track record, we welcome the opportunity to discuss your needs.

Industry

Business

Area of focus

Asset Management
Fixed Income
Investment Advisory

Company size

11 - 50

This member is no longer active.

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