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SG

Scott Gemmer

Cfa Principal Portfolio Manager at Gemmer Asset Management LLC

Walnut Creek, CA , United States

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

OrganizationRoleDate RangeDetails
Gemmer Asset Management LLCCfa Principal Portfolio ManagerUnknown to Present
Charles SchwabContractorJan 2001 to Jan 2004

Education

University Of California - Santa Barbara

1988 1992

Others at Gemmer Asset Management LLC (2)

NameRoleLocation
B
Brian Gemmer
Principal and Portfolio ManagerDanville, CA , United States
M
Michael Mischler
Associate Partner and Portfolio ManagerWalnut Creek, CA , United States

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