You're signed outSign in or to get full access.

Michael Mischler

Associate Partner and Portfolio Manager at Gemmer Asset Management LLC

Walnut Creek, CA , United States

About

Michael Mischler is an Associate Partner and Portfolio Manager at Gemmer Asset Management LLC in Walnut Creek, CA. In this role, he is actively involved in fund research, portfolio trading, and sits on the firm’s investment committee, contributing to the overall investment strategy and portfolio construction for the firm's clients.

Michael has been with Gemmer Asset Management since 2013, initially joining as a Research Associate. His expertise spans multi-asset class portfolio management, with a particular focus on mutual funds, equities, and fixed income instruments, as well as supporting both institutional and private clients with investment solutions.

Prior to his tenure at Gemmer, Michael worked as an analyst at J.P. Morgan and Credit Suisse in San Francisco, gaining experience in financial analysis and strategy. He holds a Bachelor of Science in Industrial Technology from California Polytechnic State University-San Luis Obispo and is a Chartered Financial Analyst (CFA), demonstrating a strong foundation in technical and analytical aspects of portfolio management.

Career History

Organization	Role	Date Range	Details
Gemmer Asset Management LLC	Associate Partner and Portfolio Manager	Dec 2022 to Present	—

Education

California Polytechnic State University-San Luis Obispo

Bachelor of Science, Industrial Technology - College of Business

2001 — 2006

Skills & Expertise

Series 63

Fiduciary

Consulting

Hostile Environments

Level 3 Candidate For Cfa Designation

Fixed Income

Level 2

Portfolio Management

Financial Modeling

63 Licenses

Consideration

Investments

Bloomberg

Communication

Schedules

Portfolio Analysis

Finance

Institutional Investments

Asset Allocation

Mutual Funds

Equity Research

San Francisco

Manager Due Diligence

Budgeting

Work Ethic

Risk Management

Asset Management

Credit

Liability

Institutional Accounts

Asset

Interviews

Deloitte

Perseverance

Financial Analysis

Love

Succinct

GAAP

Management

IFRS

Financial Statements

Research

Resume

Capital

DCF Valuation

Convenience

Analysis

Series 7

Chartered Financial Analyst

Dealing

Others at Gemmer Asset Management LLC (2)

Name	Role	Location
B Brian Gemmer	Principal and Portfolio Manager	Danville, CA , United States
S Scott Gemmer	Cfa Principal Portfolio Manager	Walnut Creek, CA , United States

Similar Fund Managers

Name	Role	Fund	Location
Ariel Hurd	Senior Portfolio Analyst and Team Lead	Destination Wealth Management	CA , United States
Hanhan Chen	Investment Associate	Destination Wealth Management	CA , United States
Barry Oliver	Partner	Capital Performance Advisors LLP	Walnut Creek, CA , United States