Profile
Ms. Kathy L.
Martens is a Managing Director at Atlantic Trust Private Wealth Management.
Prior to that, she began her career at Ameritrust Company in Ohio as a Corporate Banking Representative where she graduated from the Corporate Banking Program.
In 1992, she joined Morningstar, Inc. as Product Manager responsible for the design and development of high level software products.
Prior to joining Atlantic Trust, she was a Portfolio Manager and Director of Research at Cedar Hill Associates.
Ms. Martens earned her BA in Finance, Accounting, and Economics from Baldwin-Wallace College and her MBA from the University of Chicago.
She also earned her CFA designation in 1996.
Former positions of Kathy L. Martens
| Companies | Position | End |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Portfolio Manager-Equities | 2003-12-30 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Portfolio Manager-Equities | - |
Cedar Hill Associates LLC
 Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Director of Research - Equity | - |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Training of Kathy L. Martens
| Baldwin-Wallace College | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Private companies | 3 |
|---|---|
Cedar Hill Associates LLC
Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
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