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 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.

  • 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

Caroline L. Sarles, CFP®, Senior Marketing and Client Service Manager

Caroline L. Sarles joined Martin Investment Management, LLC in 2015. Caroline oversees the design and implementation of marketing campaigns, updates the firm’s marketing materials, and completes questionnaires and request for proposals. She also participates in proxy voting, monitors corporate actions, and maintains the firm’s performance database information. Caroline is a CERTIFIED FINANCIAL PLANNER™ professional and helps clients achieve their wealth management goals.

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

J. Jeffrey Hopson Jr., Portfolio Manager and Senior Trader

J. Jeffrey Hopson Jr. joined Martin Investment Management, LLC in 2017. Jeff serves as the Senior Trader and conducts equity research. He also assists with client reporting and reconciliation. Prior to joining Martin Investment Management, LLC, Jeff completed an internship at Confluence Investment Management in St. Louis, MO.

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

Michal Gorkowski, Trading and Research Associate

Michal Gorkowski joined Martin Investment Management, LLC in 2020. Michal works alongside senior traders in processing trades across model portfolios and separately managed accounts. Michal also assists with equity research and account reconciliation. Prior to joining Martin Investment Management, LLC, he worked at Citibank and TCF Bank.

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

Scott Cederberg, Research and Reporting Associate

Scott Cederberg joined Martin Investment Management, LLC in 2021. Scott assists with equity research, public and private account reporting, account reconciliation, and operations. 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.