Advisor at Renaissance Investment Management
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Firm
Renaissance Investment Management
Location
Covington, KY 41011
Credentials
CFA®, Series 65
Industry experience
4 years
Patrick Martinak is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently an advisor at Renaissance Investment Management, where he has worked since 2023. His prior experience includes roles at Goelzer Investment Management, Unified Trust Company, Fifth Third Bank, Staffinders, and Xavier University. Renaissance Investment Management provides discretionary and non-discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals, banks, municipalities, and investment companies. The firm employs a combination of systematic quantitative screens and fundamental research to manage portfolios across various asset classes and utilizes both direct-managed accounts and model portfolios.
Based on Renaissance Investment Management
$0 - $5 million: 0.75% $5 million - $10 million: 0.70% $10 million - $15 million: 0.65% $15 million - $20 million: 0.60% $20 million+: 0.55%
Fee-only: Standard management fees based on tiered AUM schedule; no commissions received; no performance fees.
50 E. Rivercenter Blvd., Suite 1200
Covington, KY 41011
Kentucky
Renaissance Investment Management
2023 - Present (3 years)
Goelzer Investment Management, Inc.
2021 - 2023 (2 years)
Unified Trust Company
2018 - 2021 (3 years)
Fifth Third Bank
2017 - 2018 (1 year)
Staffinders
2016 - 2016 (1 year)
Xavier University
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Fund sponsor
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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