• "If past history was all

    there was to the game,

    the richest people

    would be librarians."

    ~ Warren Buffett
  • "The investor's

    chief problem -

    even his worst enemy -

    is likely to be himself."

    ~ Benjamin Graham
  • "The four most

    dangerous words in

    investing are:

    ‘this time it's different.’"

    ~ Sir John Templeton
  • "The individual investor

    should act consistently

    as an investor and

    not as a speculator."

    ~ Benjamin Graham
  • "An investment

    in knowledge pays

    the best interest."

    ~ Benjamin Franklin

About us

OUR TEAM

The Gemmer team is dedicated to providing the very best services possible.  Each of our principals has more than 10 years of experience in asset allocation, mutual funds, operations, compliance and client relationships.
Meet our team of dedicated, experienced managers and staff. Click on any of the below names for further experience details: 

David L. Gemmer

Managing Principal

David L. Gemmer

Managing Principal

An investment expert who has been purchasing investments for his clients for more than 30 years, Dave is the founder and managing principal of Gemmer. He works with advisors as a portfolio manager and sits on the firm’s investment committee. In addition to his work with clients, Dave has been a guest lecturer at the University of California (Berkeley and Davis), has been a featured speaker at International Association of Financial Planners’ events and frequently addresses local businesses and organizations.  He also has served on Charles Schwab’s Institutional Service Group Advisory Board. Dave received an M.B.A. in finance from the University of Santa Clara (1967) and a B.S. in engineering/business from Purdue University (1964).

Charles Blankley, CFA

Principal / Chief
Investment Officer

Charles Blankley, CFA

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).

Scott Gemmer, CFA

Principal /

Portfolio Manager

Scott Gemmer, CFA

Principal /

Portfolio Manager

Scott became part of the Gemmer staff just a year after the firm was founded (1993). In addition to serving as Director of Manager Research, he sits on 
Gemmer’s investment committee and supports financial advisors and their clients as a portfolio manager. Scott is a Chartered Financial Analyst and a member of the CFA Institute. He received his B.S. in electrical engineering from the University of California, Santa Barbara (1992).

Brian Gemmer

Principal /

Portfolio Manager

Brian Gemmer

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.

Michael Mischler, CFA

Research Associate

Michael Mischler, CFA

Research Associate

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).

Mario Hernandez, CFP

Principal /

Director of Operations

Mario Hernandez, CFP

Principal /

Director of Operations

Mario came to Gemmer in 1997 and has been serving as Director of Operations ever since. His responsibilities include handling all financial planning issues for Gemmer’s clients. Mario Is a Certified Financial Planner and a member of the Financial Planning Association. He earned a M.S. in finance/financial planning from Golden Gate University (1994) and a B.S. in accounting and finance from California State University, Hayward (1986).

Anna Ton Ng

Operations Manager

Anna Ton Ng

Operations Manager

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).

Lexie Forster

Operations Associate

Lexie Forster

Operations Associate

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.

Ailisa Olsen

Senior Operations Associate

Ailisa Olsen

Senior Operations Associate

Joined Gemmer Asset Management LLC in 2014.  Ailisa is a Senior Operations Associate and is responsible for client services and operations.  She has had an extensive career in the financial services industry, including over 18 years in the insurance business.  She previously worked as an Operations Manager at a local financial planning firm before coming to Gemmer.

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