Marietta Investment Partners, an independent registered investment advisor in Milwaukee, has transitioned ownership from John Evans, the firm’s founder and managing director, to a next-generation leadership group, the company announced today.
Marietta’s new leadership group includes Mary Allmon, Lori Brooks, Robert Draper, Charles Evans, Amanda Grams and Jonathan Smucker.
Evans founded Marietta 20 years ago to offer customized portfolios to individuals and institutions nationwide.