View SCERA's Organizational Chart
Julie Wyne, Chief Executive Officer
Julie joined Sonoma County Employees’ Retirement Association (SCERA) as Retirement Administrator (now called Chief Executive Officer) in December 2013. As CEO, she works closely with the Retirement Board on operations and investment issues, and is responsible for translating Board policy into action. Prior to joining SCERA she spent 13 years at Orange County Employees Retirement System (OCERS) as legal counsel and, as of 2008, as both their General Counsel and Assistant CEO, External and Legal Operations, where she oversaw the Legal, Member Services and Communications Divisions. She began her law practice at an Orange County Law firm representing businesses and reached the level of partner just prior to joining OCERS. Julie is a member of the Legislative Committee of the State Association of County Retirement Systems and a member of the National Association of Public Pension Attorneys. She has a Master’s in Public Administration from the University of Southern California, and a Juris Doctor and Bachelors of Science in Law from Western State University.
James Failor, CFA, Chief Investment Officer
Jim joined the SCERA team in early 2007 to fill the position of Investment Officer, he was promoted to Senior Investment Officer in 2012, and promoted to Chief Investment Officer in 2016. His previous position was as a Client Relationship Manager at the investment firm of GMO (Grantham, Mayo, Van Otterloo & Co.). Over the ten years prior to joining SCERA, Jim worked as an Institutional Relationship Manager and Product Specialist at various investment firms. Prior to that, he oversaw investments at Pacific Gas and Electric Company for their retirement, post-retirement medical and nuclear decommissioning trusts. Jim has a BA degree in economics from Pacific Lutheran University, an MBA degree from the University of Washington and is a Chartered Financial Analyst (CFA).
Administrative Team Members
Steve Marsh, Senior Investment Officer
Rebecca Gay, Retirement Analyst
Julia Smith, Administrative Aide
Finance and Retiree Services
The Finance and Retiree Services team is responsible for retiree payroll, 1099Rs, tax reporting, and all other accounting functions.
Cathy Austin, Manager
Susan Begun, Accountant II
Amy Swanson, Accountant I
The Member Services team deals with all issues for active, deferred, and transferred members. This includes retirement enrollment, purchase of service credit, reciprocity, retirement estimates, and disability and service retirement applications and processing.
Jackie Purter, Manager
Lisa Hogan, Senior Retirement Benefits Specialist
Selina Gonzalez, Senior Retirement Benefits Specialist
Salvador Fuentes, Senior Office Assistant