Brian Gemmer

Brian Gemmer Principal at Gemmer Asset Management LLC | Helping Financial Advisors Focus on Their Clients San Francisco Bay Area Connect Connect with Brian Gemmer Gemmer Asset Management LLC University of Pennsylvania See contact info 500+ connections Partnering with Gemmer Asset Management gives financial advisors more time and flexibility to focus on their clients and the health of their businesses. At Gemmer, we pride ourselves on providing an unparalleled level of customization and service to advisors that helps them do this. Financial professionals leverage Gemmer’s expertise and experience in a multitude of ways: Investment Management: Not only can financial professionals benefit from Gemmer’s focus on research and portfolio management, but they no longer have to worry about the time-consuming tasks of trading and quarterly performance reporting. And, we do not force your client portfolio needs into a prescribed box. Rather, at Gemmer we provide a number of unique services that are not provided by some of the largest third-party firms. Marketing: For many advisors, developing and implementing a marketing plan can seem overwhelming. At Gemmer, we partner with our advisors to help take the challenge out of this critical element and help them successfully grow their businesses. Back Office Administration: Gemmer offers a suite of services that reduces advisors’ administrative workloads so that they can spend more time focusing on their clients and growing their businesses. Practice Management: Today’s investment industry is a dynamic one, constantly offering new products, changing regulations and new client needs. Staying on top of these trends is critical to providing stellar service to clients. At Gemmer, we want to help advisors be as successful as possible in their practices. Therefore, to help them stay on top of critical information, Gemmer provides educational opportunities, training forums and up-to-the-minute information on the latest tax, technology and investing trends in the industry. Show less Show less of Brian’s summary Articles 2,816 followers Gemmer Market Update 5/5/17 Brian’s profile photo Brian Gemmer Published on LinkedIn Click to Read the Full Article Like Comment Share See all Experience Gemmer Asset Management LLC Principal and Portfolio Manager Company NameGemmer Asset Management LLC Dates EmployedJan 2006 – Present Employment Duration13 yrs 3 mos LocationWalnut Creek, CA Gemmer Asset Management LLC is an employee-owned, independent firm that specializes in providing advisors with a suite of services to make their lives easier so they can better serve their clients. These services include sound investment strategies, comprehensive back-office support and high levels of personalized attention. Our investment philosophy is simple. We follow a risk-managed, asset allocation approach that works with world-class investment managers to provide top-rated mutual funds, ETFs, separately managed accounts and other vehicles that help build portfolios.... See more GlobeFlex Capital Principal/Analyst Company NameGlobeFlex Capital Dates EmployedNov 1999 – Sep 2005 Employment Duration5 yrs 11 mos LocationSan Diego, CA GlobeFlex is an employee- and women/minority-owned institutional equity manager dedicated to superior investment management and exceptional client service. They are research-driven, committed to innovation and dedicated to a culture that is client-focused -- supported by collaboration and a strong work ethic.... See more Montgomery Securities Investment Banking Analyst Company NameMontgomery Securities Dates Employed1997 – 1999 Employment Duration2 yrs LocationSan Francisco, CA Education University of Pennsylvania University of Pennsylvania Degree NameBachelor’s Degree Field Of StudyEconomics Grademagna cum laude Dates attended or expected graduation 1993 – 1997 Activities and Societies: Basketball, Football, DU Fraternity Graduated from the Wharton School of Business with concentrations in Finance and Operations and Information Management