SCERA Staff

View SCERA's Organizational Chart

Julie Wyne, Administrator

Julie joined SCERA as Retirement Administrator in December 2013. As Administrator, she works closely with the Retirement Board on administrative, financial and investment portfolio issues, and is responsible for translating Board policy into action. Prior to coming to SCERA she spent 13 years at Orange County Employees' Retirement System as legal counsel and, as of 2008, both their General Counsel and Assistant CEO, External and Legal Operations. Julie is a member of the Legislative Committee of the State Association of County Retirement Systems. She has a JD and Bachelors of Science in Law from Western State University.

Kelly Jenkins, Assistant Administrator

Kelly joined SCERA in September 2010, having 18 years of pension experience as General Counsel for the Montana Public Employee Retirement Administration and, more recently, the Illinois State Universities Retirement System. He is a past President of the National Association of Public Pension Attorneys. A Montana native, Kelly earned his undergraduate degree in Political Science at the University of Wyoming and graduated from the Northwestern University School of Law in Chicago.

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).

David Lantzer, Chief Retirement Counsel

Dave joined SCERA in January 2017. As Chief Counsel, he supports SCERA staff and trustees on a variety of legal issues. Prior to coming to SCERA, Dave worked in the Legal Department of the Orange County Employees Retirement System, where he spent nearly ten years serving as Staff Attorney, Interim General Counsel, and Deputy Chief Counsel. Dave regularly speaks on benefit, disability, and statutory issues at State Association of County Retirement Systems (SACRS) meetings and is a member of the SACRS Legislative Committee. He is also a member of the National Association of Public Pension Attorneys where he sits on the Fiduciary and Plan Governance Committee. Dave received his undergraduate degree from Westmont College in Santa Barbara and his law degree from Chapman University School of Law in Orange, California.

Administrative team members

Steve Marsh, Investment Officer
Diane Ginn, Department Information Systems Manager    
Rebecca Lankford, Administrative Aide
Alden Adkins, Senior Office Assistant

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, Accounting Manager
Martin Pell, Accountant III
Susan Begun, Accountant II

Member Services

The Member Services team deals with all issues for active members, including enrollment, purchase of service credit, reciprocity, statements, estimates, and disability and service retirement applications and processing.

Jackie Purter, Member Services Manager
Lisa Hogan, Senior Benefits Specialist
Tori Bartholomew, Benefits Specialist II
Selina Gonzalez, Benefits Specialist II

Some content on this page is saved in alternate format. To view these files, download the following software.

Windows Media Player   Windows Media® Player for Windows, Flip4MAC for MAC OSX
Compressed ZIP Archive   WinZip® for downloading compressed files
Return to top of page
Return to top of page