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.
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).
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.
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).
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).
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.
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).
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).
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).
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* 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.
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