Brian Gemmer is a financial advisor at Gemmer Asset Management LLC in Walnut Creek, CA, holding Series 63 and Series 65 designations with four years of industry experience. He has been with Gemmer Asset Management since 2006. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies, and manages a dedicated Social Strategy using ESG scores and fossil-fuel exposure metrics.

Michael Mischler is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Gemmer Asset Management LLC since 2013. He holds a Series 63 license and is based in Walnut Creek, California. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including high net worth individuals, trusts, retirement plans, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded strategies and sub-advisory services, and maintains a dedicated Social Strategy integrating ESG and fossil-fuel exposure metrics.

Scott Gemmer is a CFA® charterholder with nine years of industry experience, currently serving at Gemmer Asset Management LLC in Walnut Creek, CA. He has been with the firm, which was founded in 1993, throughout his career. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including individuals, trusts, retirement plans, and nonprofits. The firm employs an asset-allocation strategy focused on no-load mutual funds and ETFs, offers multiple branded strategies, and maintains a dedicated Social Strategy incorporating ESG and fossil-fuel exposure metrics.

Charles Blankley is a CFA® charterholder with nine years of industry experience. He is affiliated with Gemmer Asset Management LLC, where he has been since 2000. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets for individuals, trusts, retirement plans, corporations, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies and consulting services, and maintains a dedicated Social Strategy incorporating ESG and fossil-fuel exposure metrics.

Angela Wright is a CFP® with 18 years of industry experience. She joined Gemmer Asset Management LLC in 2024 after 16 years at Del Monte Group, LLC. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded strategies, and maintains a dedicated Social Strategy incorporating ESG scores and fossil-fuel exposure metrics.

David Gemmer is the founder of Gemmer Asset Management LLC in Walnut Creek, CA, where he has worked for over 40 years since 1992. He has an interest in Crew Wine Co., dedicating less than 5% of his time to this business. Gemmer Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, managing over $2.3 billion across approximately 1,270 clients. The firm emphasizes asset allocation and longer-term holdings using no-load mutual funds and ETFs, with a dedicated Social Strategy to limit fossil fuel exposure, and commonly works through unaffiliated sub-advisors who manage client relationships.

Catherine Wright is a financial advisor at Gemmer Asset Management LLC with two years of industry experience. She holds a Series 65 designation and has prior experience at The University of Alabama and in educational and athletic organizations. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets, serving individuals, trusts, retirement plans, corporations, nonprofits, and fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers discretionary portfolio management, and maintains a dedicated Social Strategy using ESG scores and quantitative fossil-fuel exposure measures.