Marietta Investment Partners LLC
Legal Name: MARIETTA INVESTMENT PARTNERS, LLC
Full Contact Details
Marietta Investment Partners LLC
100 EAST WISCONSIN AVENUE, SUITE 2650, MILWAUKEE, WI
414-289-9080
414-289-9081
Other Info
Marietta Investment Partners LLC is a legally registered Wisconsin Limited Liability Company that employs nine individuals and provides advisory services. The exact number of clients served by the firm is undisclosed. It is noteworthy that the firm's SEC status is 'Approved,' and it was registered on Jan 20, 2000.
Marietta Investment Partners | Independent Investment Advisors
Marietta is an independent Registered Investment Advisor (RIA) providing portfolio management solutions to individual and family clients. Marietta was founded in 2000 in Milwaukee, Wisconsin and is 100% employee owned.
Direct Owners
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AMANDA K GRAMS
SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER owns more than 5% but less than 10%
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CHARLES PATRICK EVANS
ASSOCIATE DIRECTOR (SINCE 03/2012) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%
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JOHN THADEWALD EVANS
MANAGING DIRECTOR owns less than 5%
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JONATHAN ANDREW SMUCKER
PORTFOLIO MANAGER (SINCE 01/2018) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%
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LORI J BROOK
DIRECTOR OF OPERATIONS (SINCE 01/2016) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%
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MARY THERESA ALLMON
PORTFOLIO MANAGER (SINCE 01/2016) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%
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ROBERT CHRISTOPHER DRAPER
CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER (SINCE 07/2012) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%
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