• Home
  • About
  • Why juris wealth
  • Core principles
  • Investment Philosophy
  • The Team
  • Our Clients
  • Cost
  • White Paper
  • Other
    • Partners & Affiliations
    • Contact
    • Disclosure
  • More
    • Home
    • About
    • Why juris wealth
    • Core principles
    • Investment Philosophy
    • The Team
    • Our Clients
    • Cost
    • White Paper
    • Other
      • Partners & Affiliations
      • Contact
      • Disclosure

  • Home
  • About
  • Why juris wealth
  • Core principles
  • Investment Philosophy
  • The Team
  • Our Clients
  • Cost
  • White Paper
  • Other
    • Partners & Affiliations
    • Contact
    • Disclosure

A Full Team For Juris Wealth Clients

 As an Investment Advisor Representative of Gemmer Asset Management,* my Juris Wealth clients get 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.  

Tim Corriero, J.D., CFP

Tim Corriero, J.D., CFP

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 career in the areas of investment and finance, including as an investment banker with Goldman, Sachs & Co., and as 

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).

Brian Gemmer

Tim Corriero, J.D., CFP

Tim Corriero, J.D., CFP

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 Capi

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.

Charles Blankley, CFA

Tim Corriero, J.D., CFP

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 

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

Tim Corriero, J.D., CFP

Charles Blankley, 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

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

Lexie Forster

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

Lexie Forster

Lexie Forster

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 

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).

John Tashjian

Lexie Forster

John Tashjian

Gemmer Asset Management

Operations Associate 

John joined the Gemmer team in 2020 as an Operations Associate.  He is responsible for Client Services and Operations.  Prior to working at Gemmer John worked over 15 years in Client Operations with two RIA’s including working with multiple Custodians, Trading and Portfolio Management.  He recei

Gemmer Asset Management

Operations Associate 

John joined the Gemmer team in 2020 as an Operations Associate.  He is responsible for Client Services and Operations.  Prior to working at Gemmer John worked over 15 years in Client Operations with two RIA’s including working with multiple Custodians, Trading and Portfolio Management.  He received his B.S. in Business Administration/ Finance at the University of Southern California (1997).

Anna Ng

Lexie Forster

John Tashjian

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).

 © Copyright 2020 JurisWealth.com 

  

* Timothy Corriero (represented under the tradename “Juris Wealth”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures.   See Client Relationship Summary Form CRS.


Receive my blog posts and market updates - for FREE

No obligation, just great content tailored to you, the busy lawyer.

Click to receive