Marietta Investment Partners, LLC

Robert Draper is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation with 12 years of industry experience. He has been with Marietta Investment Partners since 2012. Marietta Investment Partners is an employee-owned advisory firm managing discretionary portfolios for individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy focused on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, with a proprietary ESG research overlay available upon client request.

Jonathan Smucker is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, with 13 years of industry experience. He holds a Series 65 credential and has been with Marietta Investment Partners since 2015. Marietta Investment Partners is an employee-owned advisory firm managing discretionary portfolios for individuals, trusts, and institutional clients, with over $605 million in assets under management as of December 31, 2024. The firm follows a disciplined, long-term global growth strategy focused on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, offering customized portfolios as well as non-customized equity programs with an ESG research overlay available upon client request.

John Evans is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI. He holds Series 63 and Series 65 registrations and has 26 years of industry experience, all with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned advisory firm managing over $605 million in discretionary assets for individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy with an emphasis on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, offering both customized portfolios and non-customized equity programs that include ESG-focused options.

Amanda Grams is a financial advisor at Marietta Investment Partners, LLC with one year of industry experience. She holds a Series 65 designation and has been with Marietta Investment Partners since 2014 in various roles. Marietta Investment Partners is an employee-owned advisory firm managing over $605 million in discretionary assets for individuals, trusts, and institutional clients. The firm uses a disciplined, long-term global growth approach emphasizing high-quality equities, shorter-maturity fixed-income, and tax-aware portfolio construction, with a proprietary ESG research overlay applied at client request.

Lori Brook is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI. She holds a Series 65 designation and has been with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned advisory firm that provides discretionary portfolio management to individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth approach focused on high-quality equities, fixed-income holdings with shorter maturities, and tax-aware portfolio construction, and offers proprietary ESG research used for screening and proxy voting upon client request.

Charles Evans is a financial advisor with Marietta Investment Partners, LLC, holding a Series 65 credential and seven years of industry experience. He has been with Marietta Investment Partners since 2015. Evans is also a member of Beltway Angels Tidewater LLC, an investment-related business. Marietta Investment Partners is an SEC-registered, employee-owned advisory firm that provides discretionary portfolio management to individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy focused on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, with a proprietary ESG research overlay available for client-specific applications.

Mary Allmon is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Marietta Investment Partners, LLC since 2005. Marietta Investment Partners is an SEC-registered, employee-owned advisory firm managing over $600 million in discretionary assets for individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy focused on high-quality equities and tax-aware portfolio construction, and offers proprietary ESG research overlays for select client programs.