Isabel Scharmer , CFA

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.

Learn more about my practice.