Jonathan Smucker
Partner, Portfolio Manager @Marietta Investment Partners
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WORK HISTORY
Partner, Portfolio Manager @Marietta Investment Partners
Milwaukee, WI, US
As a Partner and Portfolio Manager at Marietta Investment Partners, my goal is to invest in the success of our clients by providing an investment strategy that lasts for generations. We are a tight-knit team of experienced professionals who work closely with our clients to help them overcome the complexities of wealth. Our investment strategy consists of thorough in-house research combined with a fresh perspective to a timeless approach. At Marietta, we are fully invested in your success and make our portfolio managers and decision makers accessible to you.Reach out to learn more about Marietta Investment Partners or explore our website at: https://mariettallc.com
EDUCATION
Macalester College
BA, Geography
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Economics, Strategic Management, Entrepreneurship
University School of Milwaukee
High School Diploma
SKILLS
ABOUT JONATHAN SMUCKER
I am a partner and portfolio manager at Marietta, a 25+ year boutique investment firm based in Milwaukee.2025 Advisor of the Year Excellence Awardee (Regional - Midwest), InvestmentNews2025 Five Star Wealth Managers Under 40, Fortune Magazine2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018 Five Star Wealth Managers in Milwaukee2024, 2023 Top Financial Advisors, SM Network2022 Milwaukee Business Journal 40 Under 40 honoreeI work with select individuals, families and institutions who want to grow and protect their wealth for generations with a fresh perspective on a timeless approach to investing.Marietta has been 100% employee-owned and independent since its founding in February have no outside interests to prioritize when it comes to the services we offer. With us, the buck stops here, and we make that CLEAR from the start:C - Community ImpactL - Legacy ProtectionE - Economic OutlookA - Alignment with ValuesR - Responsible ManagementInvest for tomorrow. Speak with us
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