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. 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:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.