MARIETTA INVESTMENT PARTNERS, LLC
CRD #108479 SEC #801-57179 MILWAUKEE, WI 414-289-9080
SEC Registered
Total AUM
$605.2M
Discretionary
$605.2M
Employees
8
Clients
--
Accounts
144
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENSON, GINGER, A | I | OPERATIONS MANAGER AND NON-CONTROLLING MEMBER | NA | |
| BENSON, GINGER, A | I | OPERATIONS MANAGER AND NON-CONTROLLING MEMBER | NA | |
| BENSON, GINGER, A | I | OPERATIONS MANAGER AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| BROOK, LORI, J | I | PORTFOLIO ADMINISTRATOR AND NON-CONTROLLING MEMBER | NA | |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER (3/2013) AND RESEARCH ASSOCIATE (7/2012) | NA | |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER (3/2013) AND RESEARCH ASSOCIATE (7/2012) | NA | |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | NA | |
| DUCKERT, GINGER, A | I | OPERATIONS MANAGER AND NON-CONTROLLING MEMBER | NA | |
| EVANS, CHARLES, PATRICK | I | BUSINESS MANAGER AND RESEARCH AND MARKETING ASSOCIATE | NA | |
| EVANS, CHARLES, PATRICK | I | BUSINESS MANAGER | NA | |
| EVANS, CHARLES, PATRICK | I | BUSINESS MANAGER AND RESEARCH AND MARKETING ASSOCIATE | NA | |
| EVANS, CHARLES, PATRICK | I | BUSINESS MANAGER | NA | |
| EVANS, CHARLES, PATRICK | I | BUSINESS MANAGER | NA | |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR | NA | |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR | NA | |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR | NA | |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| EVANS, JOHN, THADEWALD | I | MANAGING DIRECTOR | NA | Control |
| GOVAN, JAMES, GARDNER | I | TRUSTEE OF JOHN T. EVANS 2000 TRUST | NA | |
| GOVAN, JAMES, GARDNER | I | TRUSTEE OF JOHN T. EVANS 2000 TRUST | NA | |
| GOVAN, JAMES, GARDNER | I | TRUSTEE OF JOHN T. EVANS 2000 TRUST | NA | |
| Govan, James, Gardner | I | TRUSTEE | NA | |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | E | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | E | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | E | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | E | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| EVANS, JOHN, THADEWALD | I | MANAGER AND CONTROLLING MEMBER | D | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS AND MEMBER | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS AND MEMBER | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS AND MEMBER | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS AND MEMBER | B | Control |
| BROOK, LORI, J | I | DIRECTOR OF OPERATIONS AND MEMBER | B | Control |
| BROOK, LORI, JEAN | I | DIRECTOR OF OPERATIONS AND MEMBER | B | Control |
| BROOK, LORI, JEAN | I | DIRECTOR OF OPERATIONS AND MEMBER | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER (SINCE 07/2012) AND MEMBER (SINCE 08/2019) | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER (SINCE 07/2012) AND MEMBER (SINCE 08/2019) | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER (SINCE 07/2012) AND MEMBER (SINCE 08/2019) | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER (SINCE 07/2012) AND MEMBER (SINCE 08/2019) | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER | B | Control |
| DRAPER, ROBERT, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR (SINCE 03/2012) AND MEMBER (SINCE 08/2019) | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR (SINCE 03/2012) AND MEMBER (SINCE 08/2019) | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR (SINCE 03/2012) AND MEMBER (SINCE 08/2019) | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR (SINCE 03/2012) AND MEMBER (SINCE 08/2019) | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR AND MEMBER | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR AND MEMBER | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR AND MEMBER | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR AND MEMBER | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR AND MEMBER | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR AND MEMBER | B | Control |
| EVANS, CHARLES, PATRICK | I | ASSOCIATE DIRECTOR AND MEMBER | B | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | B | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | B | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | B | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | B | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | B | Control |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| JOHN T. EVANS 2000 TRUST | DE | NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | B | |
| LANING, BRUCE, ROBERT | I | NON-CONTROLLING MEMBER | B | |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER (SINCE 01/2018) AND MEMBER (SINCE 08/2019) | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER (SINCE 01/2018) AND MEMBER (SINCE 08/2019) | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER (SINCE 01/2018) AND MEMBER (SINCE 08/2019) | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER (SINCE 01/2018) AND MEMBER (SINCE 08/2019) | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER AND MEMBER | B | Control |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER | A | |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER | A | |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER | A | |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER | A | |
| ALLMON, MARY, THERESA | I | PORTFOLIO MANAGER | A | |
| BROOK, LORI, J | I | OPERATIONS MANAGER | A | |
| BROOK, LORI, J | I | OPERATIONS MANAGER | A | |
| BROOK, LORI, J | I | OPERATIONS MANAGER | A | |
| BROOK, LORI, J | I | OPERATIONS MANAGER | A | |
| BROOK, LORI, J | I | OPERATIONS MANAGER | A | |
| DOUGHERTY-KLEIN, KATHLEEN, ANNE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | A | |
| DOUGHERTY-KLEIN, KATHLEEN, ANNE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | A | |
| DOUGHERTY-KLEIN, KATHLEEN, ANNE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | A | |
| DOUGHERTY-KLEIN, KATHLEEN, ANNE | I | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | A | |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | A | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | A | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | A | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | A | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | A | Control |
| GRAMS, AMANDA, K | I | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | A | Control |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER | A | |
| SMUCKER, JONATHAN, ANDREW | I | PORTFOLIO MANAGER | A | |
| SMYTH, CHRISTINE, MARIE | I | DEVELOPMENT DIRECTOR (02/2000), CHIEF COMPLIANCE OFFICER (10/2004) AND NON-CONTROLLING MEMBER (02/2000) | A | |
| SMYTH, CHRISTINE, MARIE | I | DEVELOPMENT DIRECTOR (02/2000), CHIEF COMPLIANCE OFFICER (10/2004) AND NON-CONTROLLING MEMBER (02/2000) | A | |
| SMYTH, CHRISTINE, MARIE | I | DEVELOPMENT DIRECTOR AND NON-CONTROLLING MEMBER | A | |
| SMYTH, CHRISTINE, MARIE | I | DEVELOPMENT DIRECTOR (02/2000), CHIEF COMPLIANCE OFFICER (10/2004) AND NON-CONTROLLING MEMBER (02/2000) | A | |
| SMYTH, CHRISTINE, MARIE | I | DEVELOPMENT DIRECTOR (02/2000), CHIEF COMPLIANCE OFFICER (10/2004) AND NON-CONTROLLING MEMBER (02/2000) | A | |
| SMYTH, CHRISTINE, MARIE | I | DEVELOPMENT DIRECTOR (02/2000), CHIEF COMPLIANCE OFFICER (10/2004) AND NON-CONTROLLING MEMBER (02/2000) | A | |
| SMYTH, CHRISTINE, MARIE | I | DEVELOPMENT DIRECTOR AND NON-CONTROLLING MEMBER | A | |
| SMYTH, CHRISTINE, MARIE | I | DEVELOPMENT DIRECTOR AND NON-CONTROLLING MEMBER | A | |
| SMYTH, CHRISTINE, MARIE | I | PORTFOLIO MANAGER (1/2011), CHIEF COMPLIANCE OFFICER (10/2004) & NON-CONTROLLING MEMBER (2/2000) | A | |
| SMYTH, CHRISTINE, MARIE | I | PORTFOLIO MANAGER (1/2011), CHIEF COMPLIANCE OFFICER (10/2004) & NON-CONTROLLING MEMBER (2/2000) | A | |
| SMYTH, CHRISTINE, MARIE | I | PORTFOLIO MANAGER (1/2011), CHIEF COMPLIANCE OFFICER (10/2004) & NON-CONTROLLING MEMBER (2/2000) | A | |
| SMYTH, CHRISTINE, MARIE | I | PORTFOLIO MANAGER (1/2011) AND NON-CONTROLLING MEMBER (2/2000) | A |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (14)
AL AZ CA FL IA IL LA MI MN SD TN TX WA WI
Address
833 EAST MICHIGAN STREETSUITE 980
MILWAUKEE, WI 53202
United States
Phone: 414-289-9080