MARIETTA INVESTMENT PARTNERS, LLC

MARIETTA INVESTMENT PARTNERS, LLC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 108479). Regulatory assets under management: $683.7M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (20)

NameRoleLocation
Charles Patrick EvansASSOCIATE DIRECTOR AND MEMBER; MANAGING DIRECTOR AND MEMBER
Robert Christopher DraperCHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER; PORTFOLIO MANAGER AND MEMBER
Mary Theresa AllmonPORTFOLIO MANAGER AND MEMBER
Lori Jean BrookDIRECTOR OF OPERATIONS AND MEMBER
Jonathan Andrew SmuckerPORTFOLIO MANAGER AND MEMBER
Amanda K GramsCHIEF COMPLIANCE OFFICER AND MEMBER; SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER
EVANS JOHN THADEWALDMANAGER; MANAGER AND CONTROLLING MEMBER; MANAGING DIRECTOR
LANING BRUCEPORTFOLIO MANAGER; PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER
SMYTH CHRISTINE MARIEBUSINESS MANAGER; DEVELOPMENT DIRECTOR (02/2000), CHIEF COMPLIANCE OFFICER (10/2004) AND NON-CONTROLLING MEMBER (02/2000); DEVELOPMENT DIRECTOR AND NON-CONTROLLING MEMBER (+3 more)
BROOK LORI JDIRECTOR OF OPERATIONS AND MEMBER; DIRECTOR OF OPERATIONS (SINCE 01/2016) AND MEMBER (SINCE 08/2019); OPERATIONS MANAGER (+2 more)
DUCKERT GINGER AOPERATIONS MANAGER AND NON-CONTROLLING MEMBER
BENSON GINGER AOPERATIONS MANAGER AND NON-CONTROLLING MEMBER; PORTFOLIO ADMINISTRATOR
DOUGHERTY-KLEIN KATHLEEN ANNEPORTFOLIO MANAGER AND NON-CONTROLLING MEMBER
LANING BRUCE ROBERTNON-CONTROLLING MEMBER
DRAPER ROBERT CHRISTOPHERCHIEF COMPLIANCE OFFICER (3/2013) AND RESEARCH ASSOCIATE (7/2012); CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER (+1 more)
EVANS CHARLES PATRICKASSOCIATE DIRECTOR; ASSOCIATE DIRECTOR AND MEMBER; ASSOCIATE DIRECTOR (SINCE 03/2012) AND MEMBER (SINCE 08/2019) (+2 more)
ALLMON MARY THERESAPORTFOLIO MANAGER; PORTFOLIO MANAGER AND MEMBER; PORTFOLIO MANAGER (SINCE 01/2016) AND MEMBER (SINCE 08/2019)
Govan James GardnerTRUSTEE; TRUSTEE OF JOHN T. EVANS 2000 TRUST
SMUCKER JONATHAN ANDREWPORTFOLIO MANAGER; PORTFOLIO MANAGER AND MEMBER; PORTFOLIO MANAGER (SINCE 01/2018) AND MEMBER (SINCE 08/2019)
GRAMS AMANDA KSENIOR PORTFOLIO ADMINISTRATOR AND MEMBER

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