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Zlatko Martinic

Zlatko Martinic

Chief Investment Officer at Gamma Investing LLC

CA , United States

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

OrganizationRoleDate RangeDetails
GAMMA InvestingChief Investment OfficerMar 2021 to Present
Custom Index Solution / Direct Indexing
PenserraHead of Transition ManagementOct 2016 to Aug 2019
BlackRockHead of Product Implementation Americas Transition ManagementJul 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...
BlackRockSenior Transition Manager and Portfolio ManagerFeb 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 InvestorsPortfolio ManagerFeb 2000 to Feb 2002
Barclays Global InvestorsSenior Specialist - Global SettlementsMar 1997 to Feb 2000

Skills & Expertise

Hedge Funds
Bloomberg
Portfolio Management
Vendor Management
Integration
Financial Markets
Business Strategy
Back Office
Banking
Transition Management
Investment Management
Investment Strategies
Project Management
Process Improvement
Governance
Financial Services
Team Leadership
Equities
Agile Methodologies
Management
Program Management
Asset Allocation
Mutual Funds
Alternative Investments
Fixed Income
Investments
Risk Management
Derivatives
Middle Office
Capital Markets
Asset Management
Emerging Markets
Securities
Securities Lending
ETFs
Settlement
Trading Systems
Training
Sales
Business Analysis

Others at Gamma Investing LLC (2)

NameRoleLocation
Mouna Nutakki
Mouna Nutakki
Client Portfolio ManagerAustin, TX , United States
P
Parry Wang
Senior Portfolio ManagerCA , United States

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