A Full Team For Juris Wealth Clients

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 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).

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 for 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.

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).

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).

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 Sacrmento (1989) and her M.B.A. from Saint Mary's College (2016).