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Scott Gemmer
Cfa Principal Portfolio Manager at Gemmer Asset Management LLC
About
Scott Gemmer, CFA, is a Principal and Portfolio Manager at Gemmer Asset Management LLC, based in Walnut Creek, California. He joined the firm in 1993, just a year after its founding, and plays a key role on Gemmer’s investment committee, collaborating closely with financial advisors to design and manage client portfolios. As Director of Manager Research, he oversees the evaluation and selection of investment managers and strategies across the firm’s offerings.
Scott’s investment expertise is anchored in asset allocation and portfolio construction, focusing on diversified portfolios primarily built with mutual funds, ETFs, and separately managed accounts. His role includes research, portfolio management, and direct support for financial advisors and their clients, with a focus on risk-managed strategies for individuals, families, trusts, and retirement plans within the Greater Bay Area.
Scott holds a B.S. in Electrical Engineering from the University of California, Santa Barbara, and is a Chartered Financial Analyst and member of the CFA Institute. His significant contributions include the development of research processes for manager due diligence and the advancement of asset allocation approaches tailored to financial professionals and their clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gemmer Asset Management LLC | Cfa Principal Portfolio Manager | Unknown to Present | — |
| Charles Schwab | Contractor | Jan 2001 to Jan 2004 | — |
Education
University Of California - Santa Barbara
1988 — 1992
Others at Gemmer Asset Management LLC (2)
| Name | Role | Location |
|---|---|---|
B Brian Gemmer | Principal and Portfolio Manager | Danville, CA , United States |
M Michael Mischler | Associate Partner and 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 |