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Brian Gemmer
Principal and Portfolio Manager at Gemmer Asset Management LLC
About
Brian Gemmer is the Principal and Portfolio Manager at Gemmer Asset Management LLC in Danville, CA. He also serves as the firm's Director of Business Development and is an integral member of the investment committee, supporting financial advisors and their clients in portfolio management and asset allocation.
Brian focuses on asset allocation strategies across a diverse range of asset classes, including equities, fixed income, and alternative investments. His work primarily involves designing and managing broadly diversified portfolios for independent investment advisory firms, institutional investors, and high-net-worth individuals.
Prior to joining Gemmer Asset Management in 2005, Brian was a Partner and Portfolio Manager at GlobeFlex Capital and an Investment Banking Analyst at Montgomery Securities. He graduated magna cum laude from the Wharton School of Business, University of Pennsylvania, with a bachelor's degree in finance and information management, contributing his expertise in multi-asset portfolio construction and business development within the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gemmer Asset Management LLC | Principal and Portfolio Manager | Jan 2006 to Present | Gemmer Asset Management LLC is an employee-owned, independent firm that specializes in providing advisors with a suite of services to make their lives easier so they can better serve their clients. Th... |
| GlobeFlex Capital | Principal and Analyst | Nov 1999 to Sep 2005 | GlobeFlex is an employee- and women/minority-owned institutional equity manager dedicated to superior investment management and exceptional client service. They are research-driven, committed to innov... |
| Montgomery Securities | Investment Banking Analyst | Jan 1997 to Jan 1999 | — |
Education
University of Pennsylvania
Bachelor’s Degree, Economics
1993 — 1997
Skills & Expertise
Others at Gemmer Asset Management LLC (2)
| Name | Role | Location |
|---|---|---|
M Michael Mischler | Associate Partner and Portfolio Manager | Walnut Creek, CA , United States |
S Scott Gemmer | Cfa Principal Portfolio Manager | Walnut Creek, CA , United States |
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 | Senior Portfolio Analyst and Team Lead | Destination Wealth Management | CA , United States |
 | Investment Associate | Destination Wealth Management | CA , United States |
 | Partner | Capital Performance Advisors LLP | Walnut Creek, CA , United States |
