GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide. Since 2007, we have sought to deliver superior risk-adjusted returns to our clients by combining disciplined investment research and active portfolio management with exceptional service and enduring partnership. With a global platform, broad institutional investment capabilities, and an experienced team, we design portfolios to meet the unique needs of each investor we serve. For more information, visit www.geminvestments.com.
| Website | https://www.geminvestments.com |
| Employees | 144 (89 on RocketReach) |
| Founded | 2007 |
| Address | 224 W Tremont Ave, Charlotte, North Carolina 28203, US |
| Industry | Financial Services |
| Keywords | Investment Management, Portfolio Management, Wealth Management, Asset Management, Capital Preservation, Long Term Investing, Financial Planning, Endowment Management, Investment Advisory, Foundation Management, Alternative Investments, Family Office, Global Investments, Responsible Investing, Impact Investing, Sustainable Investing, Fixed Income |
| Competitors | J.P. Morgan, Fidelity Investments, Vanguard, BlackRock, T. Rowe Price, Legg Mason (Acquired by Franklin Templeton), Dimensional Fund Advisors, State Street Global Advisors, Invesco Ltd., Schwab Advisor Services +36 more (view full list) |
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GEM Questions
Stephanie Lynch is the Co-Founder, Managing Partner of GEM.
89 people are employed at GEM.
GEM is based in Charlotte, North Carolina.
Top GEM Employees
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Stephanie Lynch
Co-Founder, Managing Partner at GEM
Charlotte, NC, US25 -
Rich Abraham
Chief Financial Officer and Chief Compliance Officer at GEM
Charlotte, NC, US34 -
Caroline Dallas
Managing Director, Investments at GEM
Charlotte, NC, US24 -
Dogan Perese
Chief Operating Officer at GEM
United States25 -
Matthew Libel
Managing Director at GEM
Charlotte, NC, US24 -
Kelly Barofsky
Managing Director at GEM
Charlotte, NC, US25 -
Salvatore del Giudice
Managing Director at GEM
Charlotte, NC, US13 -
Michael Feinglass
Managing Director at GEM
Newport Beach, CA, US35+ -
Jen Wallin
Managing Director, Finance and Tax at GEM
Charlotte, NC, US31 -
Albert Zue
Managing Director at GEM
Charlotte, NC, US25+
