Mary is a distinguished financial management expert with two decades of experience serving Marietta clients. As a Portfolio Manager, she specializes in creating customized investment programs tailored to meet the unique needs of both individuals and institutions. Her enthusiasm for her work and dedication to client success have earned her recognition as a trusted leader in the financial industry.

Her expertise has been featured in the Milwaukee Journal Sentinel, Milwaukee PBS, Kiplinger’s, and in the Marietta video series CLEAR Perspectives. In 2020, she was honored as a "Notable Woman in Finance" by BizTimes.

Beyond her professional accomplishments, Mary is deeply invested in the long-term success of Milwaukee. Her hobbies and community involvement reflect a strong commitment to fostering the arts and development in the area. She currently serves as Treasurer and President-elect of the Milwaukee Art Museum's Contemporary Art Society and is an active board member of the Malaika Early Learning Center.

Through her work and community engagement, Mary exemplifies the values of servant leadership and dedication to making a lasting, positive impact at Marietta and in Milwaukee.

Education and Training

• Certified Financial Planner™
• Series 65 Certification
• BA, Marquette University

Lori has been a member of the Marietta Family since the founding of the company in 2000. As the head of the firm’s Operations, she was heavily involved in the backend infrastructure and the building of procedures for the clients’ portfolio start-ups, trading, and reporting. Most of all she enjoys working closely with the clients to give them an advocate for their needs or concerns, and ensure they continue to receive the high-quality service they deserve.

Outside the office, she took pride in raising and encouraging her now adult son. She now spends as much time as possible in nature on the river in summer and in the snow-covered wooded trails in the winter. Another passion of hers is bringing a smile to friends or strangers!

Experience

• WFA Asset Management, Office Manager
• Mortgage Loan Processor
• Equitable Stefaniak, Real Estate Agent

Community Involvement

• Elmbrook Church, Member and Supporter
• Waushara Community Church, Member and Supporter
• Wautoma Kiwanis, Member and Supporter
• World Vision, Child Sponsor
• World Wildlife Fund, Supporter
• Local Humane Societies, Supporter

Robert works with select individual, family and trust clients to craft investment strategies to help them realize their financial goals. Everyone has their own unique, personal goals and Robert enjoys developing a close relationship with clients to ensure their investments are tailored to suit their needs. As a member of the Marietta Investment Team, Robert researches equity and fixed income securities, including tracking global developments and market factors that influence investment decisions. Collaborating with Investment Team members, Robert contributes to Marietta’s quarterly Economic and Financial Market Outlook.

Additionally, Robert serves as Marietta’s Chief Compliance Officer; maintaining a strong culture of compliance with industry rules and regulations for the firm and its employees.

Robert has a passion for the outdoors and music. He has previously served on multiple committees to support the Milwaukee Symphony Orchestra.

Education and Training

• JD, Boston University School of Law
• AB cum laude, Princeton University
• Series 65 Certification

As Managing Director, Charlie provides strategic leadership, planning, and broad management to achieve the firm's strategic objectives.

Outside the office, Charlie is a passionate advocate for literacy and is proud to serve as a Director on the Board of the Milwaukee Public Library Foundation. He also enjoys exploring America’s National Parks, nurturing his sourdough starter, competing as an amateur triathlete, and discovering new music.

Experience and Education

• Project Manager, Liquid Impact 液体震撼
• Middlebury College, BA
• Columbia University in the City of New York at Shanghai Jiao Tong University, China

Community Involvement

• Milwaukee Public Library Foundation, Board Member
• Rotary Club of Milwaukee, Member

With 45 years of experience as an investment portfolio manager, John brings wisdom to investment discussions. He believes, “If knowledge is knowing what to do, then wisdom is knowing what not to do.” An important lesson he’s learned is that intellectual humility is a necessary prerequisite to successful investing; investing must never become an ego sport. John’s objective is to provide clients with peace of mind, which can be achieved only when portfolios are tailored to their unique circumstances and adapt with the anticipated investment outlook. His clients are aware of his genuine concern for their happiness and prosperity, and he enjoys sharing perspectives on life in general as much as those on financial markets.

He takes great pride in the dedication of his colleagues to assist clients and maintain the professional integrity of the firm, and he enjoys the congenial spirit of our dynamic, forward-thinking team. His greatest joy is his family, with his favorite moments being the times his wife and he spend with their two daughters, son, and two grandchildren. His favorite activities (as well as his greatest frustrations) are fishing for muskies and golfing. He also enjoys watching sports, politics, and investment shows, and takes an active interest in history and historic preservation.

Experience and Education

• Baird Investment Management Services, Senior Vice President and Portfolio Manager
• University of Southern California, Faculty
• Stanford University, Faculty
• Yale University, BA cum laude
• Stanford University, MA, PhD

With over a decade of experience, Amanda Grams plays a pivotal role at Marietta, overseeing administration and back-office operations. She specializes in establishing and maintaining client accounts, supporting portfolio managers and clients, and optimizing the firm’s CRM software. In addition, Amanda is a key member of the institutional business development team and works closely with the chief compliance officer to ensure the firm’s compliance program remains robust and effective.

Amanda holds a Bachelor’s degree in Finance from the University of Wisconsin–Milwaukee and earned her MBA from Marquette University in 2018. As a Series 65 holder, she remains committed to professional growth by regularly attending industry-focused continuing education sessions.

Outside Marietta, she enjoys traveling and eating at new restaurants with her husband, Josh, and pup, Leela. She is also an avid Lego builder and collector.

Education and Training

• MBA, Marquette University
• BA, University of Wisconsin - Milwaukee
• Series 65 Certification

Jon has been managing portfolios since 2014, bringing a decade of experience in aligning investment strategies with clients’ unique needs, values, and goals. As a Portfolio Manager at Marietta, he takes a hands-on approach – delving into research, analyzing economic data, and crafting customized strategies – all while ensuring clients are well-informed through Marietta’s Economic and Financial Market Outlook and a video series on investing biases, Mind Over Money.

Recognized with the Milwaukee Business Journal’s 40 Under 40 Award in 2022, Jon is passionate about leveraging technological advancements in finance to enhance portfolio management and client outcomes.

Outside the office, Jon’s curiosity and creativity extend beyond the markets. He enjoys traveling, playing music with his daughter, Sally, and cheering for Milwaukee’s sports teams.

Education and Training

• MBA, University of Chicago Booth School of Business
• BA, Macalester College
• Series 65 Certification

Community Involvement

• SecureFutures: Board member and Marketing Committee Chair
• Shorewood Public Library: Board President
• Teens Grow Greens: Advisory Committee Member