Robert Draper is a Series 65-licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. He has been with Marietta Investment Partners since 2012. Marietta Investment Partners is an employee-owned investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm employs proprietary research and an ESG scoring overlay in its investment process and integrates AI and data science tools with human oversight.

Jonathan Smucker is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation and 13 years of industry experience. He has been with Marietta Investment Partners since 2015. Marietta Investment Partners is an employee-owned SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm employs proprietary research and an ESG scoring overlay in its global growth and equity strategies, supported by AI and data science tools overseen by the investment team.

Amanda Grams is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI. She holds a Series 65 designation and has two years of industry experience. Grams has been with Marietta Investment Partners since 2014 in various roles. Marietta Investment Partners is an employee-owned investment adviser offering discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm emphasizes proprietary research to select growth-oriented securities, incorporates an ESG scoring overlay, and uses AI and data science tools with human oversight as part of its investment process.

Lori Brook is a Series 65-licensed financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, with one year of industry experience. She has been associated with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned, SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm utilizes proprietary research, an ESG scoring overlay, and AI-driven tools to manage customized global growth and equity strategies.

Charles Evans is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 credential with 7 years of industry experience at the firm. He is a member of Beltway Angels Tidewater LLC, an investment-related venture. Marietta Investment Partners is an employee-owned investment adviser providing discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm emphasizes proprietary research and incorporates ESG considerations in its investment strategies.

Mary Allmon is a CFP® and Series 65–licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. She has been with the firm since 2005. Marietta Investment Partners is an employee-owned SEC-registered investment adviser serving individuals, trusts, estates, and institutional clients, including insurance companies. The firm uses proprietary research and an ESG scoring overlay in its discretionary portfolio management, offering both customized global growth strategies and non-customized equity programs.