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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 legally known as MARIETTA INVESTMENT PARTNERS, LLC. It is a WI Limited Liability Company. This firm has 9 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 20, 2000.

Marietta Investment Partners | Independent Investment Advisors
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

  • AMANDA K GRAMS

    SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER owns more than 5% but less than 10%

  • CHARLES PATRICK EVANS

    ASSOCIATE DIRECTOR (SINCE 03/2012) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%

  • JOHN THADEWALD EVANS

    MANAGING DIRECTOR owns less than 5%

  • JONATHAN ANDREW SMUCKER

    PORTFOLIO MANAGER (SINCE 01/2018) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%

  • LORI J BROOK

    DIRECTOR OF OPERATIONS (SINCE 01/2016) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%

  • MARY THERESA ALLMON

    PORTFOLIO MANAGER (SINCE 01/2016) AND MEMBER (SINCE 08/2019) owns more than 10% but less than 25%

  • 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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