A complete list of active advisors currently associated with Marietta Investment Partners, LLC

Warmer can help you find a great advisor at Marietta Investment Partners, LLC or one who fits your needs even better.

Marietta Investment Partners is an SEC‑registered, employee‑owned investment adviser that provides discretionary portfolio management to individuals, trusts, estates and institutional clients, including charitable organizations, pension and profit‑sharing plans and — unusually for firms in this category — insurance company clients. The firm offers customized global growth strategies and a suite of non‑customized equity programs (including several ESG‑focused strategies) and maintains an ETF‑only program for accounts that do not qualify for other programs. The firm’s investment process centers on proprietary research to identify high‑quality, growth‑oriented securities and applies an ESG scoring overlay that clients may elect to incorporate in whole or in part; Marietta discloses and reports comparative program performance against specified benchmarks. Marietta also provides limited lists of investment ideas to third‑party companies for negotiated compensation (a flat fee plus a conditional outperformance bonus), a practice the firm says it governs through firewalls, trading restrictions and documented procedures. Distinctive features include the firm’s employee ownership structure, an explicit ESG proxy‑voting policy that prioritizes certain environmental, social and governance outcomes (for example supporting increased disclosure and diverse boards) even when those priorities may diverge from maximizing short‑term shareholder value, and a documented reliance on AI and other data science tools with human oversight; the brochure discloses that a member of the investment team has a majority interest in an AI research venture and describes related oversight. Marietta focuses on discretionary portfolio management rather than offering comprehensive standalone financial planning, and it discloses account minimums with limited waivers.

To learn more about the advisors currently working at Marietta Investment Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mary Allmon	Milwaukee, WI	13
Lori Brook	Milwaukee, WI	1
Robert Draper	Milwaukee, WI	13
Charles Evans	Milwaukee, WI	1
Amanda Grams	Milwaukee, WI	2
Jonathan Smucker	Milwaukee, WI	13

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