View SCERA's Organizational Chart
Julie Wyne, Chief Executive Officer
Julie joined SCERA as Chief Executive Officer in December 2013. As CEO, 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 the Orange County Employees' Retirement System as legal counsel and, as of 2008, both their General Counsel and Assistant CEO, External and Legal Operations where she oversaw the Legal, Member Services and Communications divisions. Julie is a member of the Legislative Committee of the State Association of County Retirement Systems. She is a Board Member of the California Association of Public Retirement Systems and a member of the National Association of Public Pension Attorneys. She has a Master of Public Administration Degree from the University of Southern California, as well as a Juris Doctorate and Bachelors of Science Degree in Law from Western State University.
Kelly Jenkins, Assistant Chief Executive Officer
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, Senior Investment Officer
Rebecca Gay, Retirement Analyst
Julia Smith, 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
The Member Services team deals with all issues for active members, including enrollment, purchase of service credit, reciprocity, estimates, and disability and service retirement applications and processing.
Jackie Purter, Member Services Manager
Lisa Hogan, Senior Benefits Specialist
Selina Gonzalez, Benefits Specialist II