The Team – Juris Wealth

The

Team

Tim Corriero, J.D., CFP

Founder, Juris Wealth Financial Advisor / Portfolio Manager

Tim Corriero, J.D., CFP

Founder, Juris Wealth Financial Advisor / Portfolio Manager

Timothy is the founder of Juris Wealth and is an Investment Advisor Representative of Gemmer Asset Management. Prior to launching Juris Wealth with Gemmer, Tim spent his career in the areas of investment and finance, including as an investment banker with Goldman, Sachs & Co., and as a co-founder of a series of specialized private equity funds with over $1 billion in assets under management. Tim earned a J.D. from Harvard Law School, cum laude (1997), and a B.A. from Colgate University, magna cum laude (1992).

Brian Gemmer

Gemmer Asset Management Principal / Portfolio Manager

Brian Gemmer

Gemmer Asset Management Principal / Portfolio Manager

Brian joined Gemmer in 2005 and today serves as the firm’s Director of Business Development. He sits on the investment committee and supports financial advisors and their clients as a portfolio manager. Before coming to Gemmer, Brian was a partner and portfolio manager at GlobeFlex Capital, an institutional money management firm in San Diego, CA. He graduated magna cum laude with a B.S. in Finance and Information Management (1997) from the Wharton School of Business at the University of Pennsylvania.

Charles Blankley, CFA

Gemmer Asset Management Principal / Chief Investment Officer

Charles Blankley, CFA

Gemmer Asset Management Principal / Chief Investment Officer

Charles came to Gemmer in 2000 and today serves as the firm’s Chief Investment Officer. He leads the investment committee, is responsible for the tactical positioning of our portfolios, and supports financial advisors and their clients as a portfolio manager. A Chartered Financial Analyst and member of the CFA Institute, Charles received his B.A. in Finance and Economics from the University of Washington (1992).

Michael Mischler, CFA

Gemmer Asset Management Portfolio Strategist & Research Assoc.

Michael Mischler, CFA

Gemmer Asset Management Portfolio Strategist & Research Assoc.

Michael joined the Gemmer team in 2013 as a Research Associate. His responsibilities include working with both Scott and Charles on fund research, portfolio trading, and sitting on the investment committee. Prior to Gemmer, Michael worked as an analyst for both J.P. Morgan and Credit Suisse in San Francisco. A Chartered Financial Analyst and member of the CFA Institute, Michael received a B.S. degree in Industrial Technology from Cal Poly San Luis Obispo (2006).

Lexie Forster

Gemmer Asset Management Operations Manager

Lexie Forster

Gemmer Asset Management Operations Manager

Lexie joined Gemmer Asset Management LLC in 2014 as an Operations Associate. She is responsible for client services and operations. Lexie earned her B.A. in Biology from the University of California, Santa Cruz, in 2013.

Patti Mullin

Gemmer Asset Management Chief Compliance Officer

Patti Mullin

Gemmer Asset Management Chief Compliance Officer

Patti joined Gemmer Asset Management LLC in 2021 as a Compliance Officer. Prior to joining Gemmer, Patti served in a number of compliance and compliance-related roles in large asset management companies, including as Senior Compliance Manager at Personal Capital. Patti received her B.S. in Business Administration from Cal State Sacramento (1989) and her M.B.A. from Saint Mary's College (2016).

Anna Ng

Gemmer Asset Management Director of Operations

Anna Ng

Gemmer Asset Management Director of Operations

Anna joined Gemmer in 2006 as a Senior Operations Associate. She is responsible for client services, operations, updating procedures, and compliance testing. Anna received an M.B.A. in Finance from Golden Gate University (2005) and a B.S. in Business Administration with a concentration in Business Law from the University of the Pacific (2003).

A Full Team for Juris Wealth Clients

As an Investment Advisor Representative of Gemmer Asset Management,* my Juris Wealth clients receive the best of both worlds: the fully customized financial planning and advisory work that I do individually as a Certified Financial Planner©, coupled with the support of a full team of investment professionals at Gemmer, a firm with decades of investment experience and assets under management well north of $1 billion.

The

Team

Tim Corriero, J.D., CFP

Brian Gemmer

Charles Blankley, CFA

Michael Mischler, CFA

Lexie Forster

Patti Mullin

Anna Ng

A Full Team for Juris Wealth Clients

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