Isabel Scharmer, CFA

Partner

Boston

Client Advisory

Biography

Isabel is a Partner in our Boston office. She has more than twenty-five years of experience developing individualized wealth management and investment strategies for high-net-worth families. In her role, Isabel works with clients to create personalized Investment Policy Statements and customized asset allocations tailored to their unique financial goals. Her objective is to help clients garner outperformance over full investment cycles by participating in growth markets and protecting in down markets.

Prior to joining Cerity Partners, Isabel was the Director of Portfolio Strategy for Bainco International Investors. During her long tenure, she gained exposure to portfolio administration, investment research and trading, wealth strategies, and marketing.

In her spare time, Isabel enjoys entrepreneurship, cooking, interior design and spending time with family in Chicago, California and on Cape Cod.

 

Education

  • B.A. in International Relations and English from Tufts University
  • MBA from Dartmouth’s Tuck School of Business

Highlights

  • Serves as Chair of Tuck Annual Giving and as a member of the MBA Council at Dartmouth's Tuck School of Business
  • Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of Boston
  • Member of the Dartmouth Entrepreneurial Network

Connect with Isabel

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.