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Director of Operations and Member · Marietta Investment Partners, LLC

Lori J. Brook

CRD 3213024 · Named on Form ADV at one SEC-registered adviser

At a glance

Marietta Investment Partners, LLC, an SEC-registered wealth manager based in Milwaukee, WI with $684 million in regulatory assets, lists Lori J. Brook on its Form ADV as Director of Operations and Member, a control person.

Firms and roles

AtlasMembers

Lori’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert C. DraperPortfolio Manager and Member, Marietta Investment Partners, LLC
  • Charles P. EvansManaging Director and Member, Marietta Investment Partners, LLC
  • Mary T. AllmonPortfolio Manager and Member, Marietta Investment Partners, LLC
  • Jonathan A. SmuckerPortfolio Manager and Member, Marietta Investment Partners, LLC
  • Amanda K GramsChief Compliance Officer and Member, Marietta Investment Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.