Meet Our Team

Our personal approach to investing involves providing our clients with transparent service, creating individual investment portfolios which are developed to meet each individual client’s needs. The professionals who make this happen are as follows:

Patrick A. Martin, CFA, Managing Director

Patrick Martin is the Founder of Martin Investment Management, LLC and he co-manages the firm. Since inception, he has been involved in day-to-day investing activities including idea generation, position sizing, and risk management across domestic and international equity markets. Previously, Patrick worked in investment management at Northern Trust Company. He is responsible for investment management and risk-allocation for the firm’s strategies.

Patrick’s achievements and qualifications include:

  • A.B. in economics from Dartmouth College
  • MBA from the Amos Tuck School of Business
  • Chartered Financial Analyst (CFA) designation
  • CFA Institute membership
  • CFA Society of Chicago membership
  • American Institute of Certified Public Accountants membership
  • Illinois CPA Society membership

Sandra Staskon Martin, Managing Director

Sandra S. Martin is a managing director at Martin Investment Management, LLC and has been associated with the firm since 1991. Ms. Martin focuses on portfolio management, investment research, marketing, administration, communications, and strategic vision. Previously, she served as a marketing strategic manager at Illinois Bell Telephone and an instructor at New Trier High School, Latin School of Chicago, and University of Illinois.

Sandra’s qualifications include:

  • A.B. in French from St. Xavier College
  • A.M. in child psychology from the University of Illinois
  • MBA from Loyola University of Chicago

Mary Ellen M. Zellerbach, Managing Director

Mary Ellen M. Zellerbach joined Martin Investment Management, LLC in 2003 as a managing director. In addition to portfolio management and investment research, Ms. Zellerbach manages marketing and client services at the firm. With over thirty-five years in the investment management industry, Ms. Zellerbach’s previous experience includes being a founding principal of Mellon Capital Management, director of client services at Tukman Capital Management, and a member of the pioneering index group at Wells Fargo Investment Advisors.

Mary Ellen’s qualifications include:

  • A.B. in economics from Wellesley College
  • MBA from the Graduate School of Business at Stanford University

Philip Martin, Principal

Philip Martin joined the firm in 2013 as a principal and director of investment strategy development. In this capacity, Philip has refined the firm’s financial and valuation models as well as revamped the firm’s trade execution. In 2015, Philip founded Censible, a financial technology software company focused on ESG and alternative financial data. From 2008 to 2013, Philip served as a quantitative analyst and trader at WH Trading, a quantitative trading firm in Chicago and London.

Philip’s qualifications include:

  • A.B. in Mathematics and Engineering science from Dartmouth College
  • B.E. in Engineering from Dartmouth College

Cory J. Berceau, CFA, Equity Research & Trading Associate

Cory J. Berceau joined Martin Investment Management, LLC in 2014 and currently serves as Equity Research and Trading Associate. He assists in the trading of the firm’s separately managed accounts and supports the Portfolio Managers with fundamental analysis of domestic and international equities.

  • A.B. in economics from the University of Wisconsin-Madison
  • Completed all three levels of the CFA Program
  • Chartered Financial Analyst (CFA) designation
  • CFA Institute membership

Caroline L. Sarles, CFP®, Associate

Caroline L. Sarles joined Martin Investment Management, LLC in 2015 as an Associate. Her responsibilities include assisting with marketing and client services, operations, and client reporting and reconciliation.

  • A.B. in political science and psychology from Vassar College
  • CERTIFIED FINANCIAL PLANNER™ certificant

Patrick W. Martin, Associate

Patrick W. Martin joined Martin Investment Management, LLC in December 2009 as an Associate. His responsibilities include equity research, business administration, and operations. Prior to joining Martin Investment Management, LLC, he worked an internship at NBC Universal Media, LLC for the George Michael Show in Washington D.C.

  • A.B. in sports study from University of Iowa with a minor in communications
  • M.A. in new media communications from DePaul University with a minor in business administration

Katarzyna Konieczny, Associate

Katarzyna (Kate) Konieczny joined Martin Investment Management, LLC in 2008 as an Associate. Her responsibilities include account review and administration, operations, and client reporting and reconciliation.

  • Master’s Degree in Economics specializing in International Relations from University of Economics, Krakow, Poland

Ryan M. McGinnis, Associate

Ryan M. McGinnis joined Martin Investment Management, LLC in 2017 as an Associate. His responsibilities include equity research, client reporting and reconciliation, and operations. Prior to joining Martin Investment Management, LLC he completed three summer internships at Nuveen Investments in Chicago.

  • A.B. in history and political science from Northwestern University

J. Jeffrey Hopson Jr., Associate

J. Jeffrey Hopson Jr. joined Martin Investment Management, LLC in July 2017 as an Associate. His responsibilities include equity research, client reporting and reconciliation, and operations. Prior to joining Martin Investment Management, LLC, he completed an internship at Confluence Investment Management in St. Louis, MO.

  • A.B. in economics from Northwestern University with a minor in Business Institutions