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About
Zlatko Martinic is Chief Investment Officer at GAMMA Investing, where he leads the firm's investment process and delivers custom portfolio solutions for institutional and private clients. He specializes in index and ETF-based investment strategies, applying an institutional approach to risk management and portfolio construction. Zlatko is responsible for the stewardship of GAMMA’s asset allocation, with a particular focus on risk-managed equity strategies and transition management for large, complex portfolios.
With over 25 years of experience, Zlatko has held senior roles including Head of Transition Management at Penserra and Head of Portfolio Implementation Americas at BlackRock. At these firms, he directed teams responsible for strategic account relationships, complex asset transitions, and implementation of multi-asset investment solutions, focusing especially on equities and fixed income instruments.
Zlatko is a Chartered Financial Analyst (CFA), having attended Business and Commerce School in Baden, Switzerland. His notable contributions include building high-performing investment teams, developing bespoke institutional index solutions, and delivering risk-controlled transition management for large asset owners. He is multilingual, globally experienced, and recognized for his expertise in custom indexing, transition management, and institutional portfolio construction across equity and fixed income sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GAMMA Investing | Chief Investment Officer | Mar 2021 to Present | Custom Index Solution / Direct Indexing |
| Penserra | Head of Transition Management | Oct 2016 to Aug 2019 | — |
| BlackRock | Head of Product Implementation Americas Transition Management | Jul 2012 to Apr 2016 | Responsible for providing risk managed solutions to institutional investors undergoing portfolio reorganizations in multiple asset classes. Oversaw the design and implementation of transitions for cli... |
| BlackRock | Senior Transition Manager and Portfolio Manager | Feb 2002 to Jul 2012 | Managed multi-asset-class transition accounts for strategic clients, containing: US Equities, Developed International Equities, Emerging Market Equities, US Fixed Income, and Global Fixed Income asset... |
| Barclays Global Investors | Portfolio Manager | Feb 2000 to Feb 2002 | — |
| Barclays Global Investors | Senior Specialist - Global Settlements | Mar 1997 to Feb 2000 | — |
Skills & Expertise
Others at Gamma Investing LLC (2)
| Name | Role | Location |
|---|---|---|
| Client Portfolio Manager | Austin, TX , United States | |
P Parry Wang | Senior Portfolio Manager | CA , United States |
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|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |