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. He is responsible for investment management and risk-allocation for the firm’s strategies. Previously, Patrick worked in investment management at Northern Trust Company.

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

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. Sandra 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.

  • 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. In addition to portfolio management and investment research, Mary Ellen manages marketing and client services at the firm. With over thirty-five years in the investment management industry, Mary Ellen’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.

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

Philip Martin Principal and Portfolio Manager

Philip Martin joined Martin Investment Management, LLC in 2013. Besides managing portfolios and researching equity investments, Philip has revamped the firm’s trade execution process and systematized the portfolio management process. In 2015, Philip founded PortfolioMe, LLC, a financial technology software company focused on multiple factors including environmental sustainability and women in corporate leadership positions and alternative financial data. Prior to 2013, Philip served as a quantitative analyst and trader at WH Trading, a quantitative trading firm in Chicago and London.

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

Katarzyna Konieczny Senior Client Service and Operations Manager

Katarzyna (Kate) Konieczny joined Martin Investment Management, LLC in 2008. Kate is responsible for client and consultant reporting, account reconciliation and administration. She also manages account reviews, communicates with clients, and handles operations.

  • M. A. in economics from University of Economics in Krakow, specializing in international relations

Patrick W. Martin Executive Business Manager

Patrick W. Martin joined Martin Investment Management, LLC in December 2009. Patrick oversees business operations and administration, collaborates with Managing Directors and implements new initiatives. Prior to joining Martin Investment Management, LLC, Patrick worked an internship at NBC Universal Media, LLC for the George Michael Show in Washington D.C.

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

Scott Cederberg Equity Research and Trading Associate

Scott Cederberg joined Martin Investment Management, LLC in 2021. Scott works with equity research and portfolio attribution as well as overseeing reconciliation. Scott assists in processing trades across separately managed accounts and model portfolios. Prior to joining Martin Investment Management, LLC he worked at Meridian Compensation Partners.

  • A.B. in finance, investment, and banking from the University of Wisconsin-Madison.

Sarah E. M. Winter Director of Strategic Development

Sarah E. M. Winter joined Martin Investment Management, LLC full time in 2021. Sarah collaborates with Managing Directors to develop and implement marketing and business initiatives and manages existing client needs. Sarah previously managed accounts for ultra-high net-worth clients at Bank of New York Mellon and Bessemer Trust.

  • B. A. in government and international relations from Colby College.

Matthew Pawlowski Equity Research and Trading Associate

Matthew Pawlowski joined Martin Investment Management, LLC in 2022. Matthew works in equity research and analysis as well as overseeing reporting. Matthew assists in processing trades across separately managed accounts and model portfolios. Prior to joining Martin Investment Management, LLC he worked at Axiom Law.

  • B.S. in econometrics and quantitative economics from the University of Illinois Urbana-Champaign with a minor in statistics.

Maximilian Plasota Research and Reporting Associate

Maximilian Plasota joined Martin Investment Management, LLC in 2023. Max assists with public and private reporting, reconciliation, and equity research. Prior to joining Martin Investment Management, LLC Max assisted in management of the Northbrook Golf Academy while he was as an undergraduate.

  • B.A. in both finance and business analytics from Miami University.

Grace McGarel Research and Reporting Associate

Grace McGarel joined Martin Investment Management, LLC in 2024. Grace assists with equity research, reporting, and reconciliation. Prior to joining Martin Investment Management, LLC, Grace interned at Apple, Inc., First Trust Portfolios, and Crown LLP.

  • B.S. in finance from Santa Clara University with a minor in economics.

Elizabeth Spargo Director of Finance and Operations

Elizabeth Spargo joined Martin Investment Management, LLC in 2024. Beth is focused on finance, operations and investments. She has over twenty-five years of extensive experience in finance, investment, and accounting. Prior to joining Martin Investment Management, LLC, Beth was a manager at Morningstar Investment Management, LLC and a senior vice-president at Mesirow Financial.

  • B.B.A. from the University of Notre Dame with a major in accounting
  • MBA from The University School of Chicago Booth School of Business
  • Awarded certificate of Certified Public Accountant (CPA)