Martha Elizabeth Ortiz
Profile
Ms. Martha E.
Ortiz, CFA MBA, is a Principal at AJO LP.
She is involved with research and portfolio management.
Prior to joining AJO in 1987, Ms. Ortiz stints at Wilshire Associates and Continental Grain.
While at Continental, she traded cash grain commodities; while at Wilshire, she supported the Equity Management System (now Atlas).
Martha served on the board of the CFA Society of Philadelphia.
She received her undergraduate degree from Harvard University and an MBA from The Wharton School of the University of Pennsylvania.
She is also a CFA charterholder.
Former positions of Martha Elizabeth Ortiz
| Companies | Position | End |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Analyst-Equity | - |
| CFA Society of Philadelphia | Corporate Officer/Principal | - |
Atlas Group, Inc.
 Atlas Group, Inc. Oil & Gas ProductionEnergy Minerals Part of Chevron Corp., Atlas Group, Inc. is a natural gas energy company. The private company is based in Dearborn, MI. The CEO of the company is Michael D. Farkas. Atlas Group was acquired by Resource America, Inc., part of C-III Capital Partners LLC from September 09, 2016 on September 29, 1998 for $34.20 million. | Corporate Officer/Principal | - |
Continental Grain Company Corp.
 Continental Grain Company Corp. Financial ConglomeratesFinance Continental Grain Co. operates as a grain trading firm. Its products include animal feed, wheat flour and poultry products. The firm supplies poultry products to the restaurant chains, frozen food makers and retail companies. The company was founded by Simon Fribourg in 1813 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
AJO LP
 AJO LP Investment ManagersFinance AJO LP is a registered investment advisor headquartered in Philadelphia, Pennsylvania. It has additional office in Boston. The firm was formerly known as Aronson+Johnson+Ortiz LP. It was founded in 1984 by Theodore Aronson. AJO provides portfolio management services to corporate pension and profits-haring plans, Taft-Hartley plans, multi-employer plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, foreign funds, and other US and international institutions. | Analyst-Equity | - |
Training of Martha Elizabeth Ortiz
| Harvard University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
AJO LP
AJO LP Investment ManagersFinance AJO LP is a registered investment advisor headquartered in Philadelphia, Pennsylvania. It has additional office in Boston. The firm was formerly known as Aronson+Johnson+Ortiz LP. It was founded in 1984 by Theodore Aronson. AJO provides portfolio management services to corporate pension and profits-haring plans, Taft-Hartley plans, multi-employer plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, foreign funds, and other US and international institutions. | Finance |
Atlas Group, Inc.
Atlas Group, Inc. Oil & Gas ProductionEnergy Minerals Part of Chevron Corp., Atlas Group, Inc. is a natural gas energy company. The private company is based in Dearborn, MI. The CEO of the company is Michael D. Farkas. Atlas Group was acquired by Resource America, Inc., part of C-III Capital Partners LLC from September 09, 2016 on September 29, 1998 for $34.20 million. | Energy Minerals |
Continental Grain Company Corp.
Continental Grain Company Corp. Financial ConglomeratesFinance Continental Grain Co. operates as a grain trading firm. Its products include animal feed, wheat flour and poultry products. The firm supplies poultry products to the restaurant chains, frozen food makers and retail companies. The company was founded by Simon Fribourg in 1813 and is headquartered in New York, NY. | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
| CFA Society of Philadelphia |
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