Updates

Nat Kellogg Speaking at CFA Society Milwaukee Event 12/5
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Nichole Roman-Bhatty Speaking at RBC Responsible Investing Event 12/7
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ESG in Defined Contribution Views Featured in Benefits Magazine
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11.10.2017

When Popularity is an Achilles’ Heel: Bank Loan Re-Pricings

Through October, bank loans are up only 3.7% compared to high yield’s 7.5% return, and the disparity between the two…

11.02.2017

Video: 2017 Investment Symposium Briefing

Recorded Friday, September 29, 2017 — 2017 Investment Symposium Watch the video above for a quick briefing on the 2017 Investment Symposium —…

11.02.2017

Video: Luncheon Keynote with Adam Braun

Recorded Friday September 29, 2017 — 2017 Investment Symposium 2017 Investment Symposium keynote on purpose-based leadership with Adam Braun, Founder, Pencils of…

Independent Expertise for Investment Stewardship

Completely independent investment expertise enables Marquette to place client interests first and foremost. With 100% employee ownership and over 30 years of experience, institutional investment stewards of all types get conflict-free, carefully researched guidance to help meet their fiduciary responsibilities.

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Featured Experts

Tim Fallon, CIMA® | Managing Director

Tim leads the healthcare, corporate and endowments, foundations and non-profits practice areas.

Nichole Roman-Bhatty, CIMA® | Managing Partner

Nichole is the director of religious services and is also chair of the impact investing group.

Miguel Zarate | Managing Partner

Miguel serves as the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.

Kweku Obed, CFA, CAIA | Managing Partner

Kweku chairs the defined contribution services committee and is a frequent speaker at industry conferences.

Brian Wrubel | President & CEO

The CEO and president of Marquette, Brian has been with the firm for nearly 30 years.

367

Clients1

99%

Client retention rate2

100%

Employee owned

Learn how our experts improve investment stewardship.

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1 Data as of December 30, 2016 2Client retention rate calculated from 2007-2016

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