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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 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:
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:
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:
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, revamped the firm’s trade execution, and systematized the portfolio management process. In 2015, Philip also founded Censible, an affiliated 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:
Cory J. Berceau joined Martin Investment Management, LLC in 2014 and currently serves as a Portfolio Manager. His primary functions include conducting fundamental equity analysis and contributing to the portfolio decision-making process. He assists in implementing investment decisions and the ongoing review of client accounts.
Cory’s qualifications include:
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. She assists in the design and implementation of marketing campaigns, updating the firm’s marketing materials, and the completion of questionnaires and request for proposals. Her responsibilities also include proxy voting, monitoring corporate actions, and maintaining the firm’s performance database information.
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.
Katarzyna (Kate) Konieczny joined Martin Investment Management, LLC in 2008 as an Associate. Her responsibilities include account review and administration, assisting with marketing and client services, operations, client reporting and reconciliation.
J. Jeffrey Hopson Jr. joined Martin Investment Management, LLC in July 2017 as an Associate. His responsibilities include equity research, trading, client reporting and reconciliation. Prior to joining Martin Investment Management, LLC, he completed an internship at Confluence Investment Management in St. Louis, MO.
Michal Gorkowski. joined Martin Investment Management, LLC in June 2020 as an Associate. His responsibilities include equity research, client reporting and reconciliation, and operations. Prior to joining Martin Investment Management, LLC, he worked at Citibank and TCF Bank.