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Patrick J Martinak

Investment adviser representative at Renaissance Investment Management
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Renaissance Investment ManagementJun 2023 to now
  2. Goelzer Investment Management, Inc.Mar 2021 to Jun 2023
  3. Unified Trust CompanyNov 2018 to Mar 2021
  4. Fifth Third BankAug 2017 to Nov 2018
  5. Xavier UniversityAug 2015 to Aug 2017

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (KY).

Renaissance Investment Management

Legal name: The Renaissance Group LLC

$2.9BAssets managed
1,983Clients
8Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7361611
Firm CRD
105916
Advisor's SEC record (opens in a new tab)
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