Investment Team
Formed in 2000 and headquartered in Milwaukee, Wisconsin, Marietta Investment Partners offers clients an investment team with more than 80 years of combined investment experience.
John T. Evans, Ph.D.
- Managing Partner and Founder since 2000
- Senior Vice President and portfolio manager, Baird Investment Management Services, 1977-2000
- Faculty, University of Southern California, 1974-1977
- Faculty, Stanford University, 1969-1974
Education: B.A. cum laude, Yale University; M.A., Ph.D., Stanford University
Kathy Klein, CFP®
- Joined Marietta in April 2004 as a portfolio manager, partner since 2010
- Strong Private Client, Financial Advisor, 2000-2004
- National Institute of Estate Planning, Principal and Financial Planner, 1993-2000
Education: B.S., St. Mary’s College; Participant in the M.S. program at the University of Illinois — Chicago; Certified Financial Planner™, 1997
Bruce R. Laning, CFA
- Joined Marietta in February 2001 as a partner and portfolio manager
- President and Chief Executive Officer of Firstar Investment Research and Management Company (FIRMCO), 2001
- Firstar Corporation Executive Vice President, 1989-2001
- Continental Illinois Bank, 1981-1989
Education: B.S., Valparaiso University; M.M., Kellogg Graduate School of Management, Northwestern University; Chartered Financial Analyst®, 1992
Christine M. Smyth
- Portfolio Manager since January 2011, Chief Compliance Officer since 2004
- Joined Marietta in February of 2000 as a partner
- Portfolio Administrator at Robert W. Baird, 1996–2000
- Sales Representative at The Howard Company, Inc., 1994–1996
Education: B.A., Marquette University
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™
and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete
CFP Board’s initial and ongoing certification requirements.