Investment Professionals:
Brian Wrubel, Managing Director
- Brian has been with the firm
since 1989. He is the primary consultant on several of the
firm’s key relationships. In addition, Brian serves as the Director
of the Public and Taft-Hartley service groups. Brian is a member of
the International Foundation of Employee Benefit Funds and has been
a featured speaker at various conferences. Prior to joining
Marquette, Brian was with Oppenheimer & Co., working on the
institutional equity trading desk in the Chicago office. Education:
B.A. Economics, Political Science, University of Wisconsin, Madison.
Member of Economics Club of Chicago. Board Member of Big
Brothers Big Sisters of Chicago.
Tim Fallon, CIMA®, Managing Director – Tim serves as the primary
consultant on several of the firm’s relationships.
In addition to client relationships, Tim coordinates and
oversees the Eleemosynary Services Team at Marquette.
Tim was formerly with the General Board of Pension and
Health Benefits of the United Methodist Church where he had
oversight in many aspects of the multi-billion dollar,
socially-screened investment program.
Tim began his career at SEI Capital Resources where he
worked directly with corporate, endowment, and foundation clients.
Tim is a member of the Investment Management Consultants
Association (IMCA) and obtained the title Certified Investment
Management Analyst from IMCA’s accreditation program at the
Wharton School of Business.
Tim serves on the Board of the CFA Society of Chicago and is on
the Corporate Recruitment Committee for the Cystic Fibrosis
Foundation, Illinois Chapter.
Tim is a member of the CFA Society of Chicago.
Education: B.S.
Business Administration: Finance, Marquette University.
Patrick Krolak, Managing Director
–
Pat serves as the primary consultant on several of the firm’s
relationships. In addition, Pat is responsible for modeling and
overseeing Marquette’s asset allocation studies and quantitative
research. Before joining Marquette Associates, he was a research
assistant in high-energy physics at the University of Chicago, where
he was involved with projects at FermiLab, Argonne National
Laboratory, and CERN. Education: B.A. Physics - Honors Graduate,
University of Chicago. Pat is a Member of the Investment Task Force
for the Advisory Committee to the Pension Division of the State of
Illinois and a member of the Investment Management Consultants
Association (IMCA).
Tim Burdick, CFA,
Managing Director
–
Tim serves as the primary consultant on several of the firm’s
relationships. Prior to joining Marquette, Tim was at the Northern
Trust Company, where he divided time between investment consulting and
client servicing responsibilities. Education: M.M., Northwestern
University’s Kellogg Graduate School of Business; B.S. Finance,
Northern Illinois University. Tim is a CFA charterholder and a member
of the CFA Society of Chicago.
Brett Christenson, CFP®, CFA, Managing Director –
Brett serves as the primary consultant on several of the firm’s relationships.
In addition, Brett is responsible for coordinating the analysis of alternative
strategy products. Brett joined the firm from American Financial Resources where
he provided financial advisory services and quantitative research for clients.
Education: B.A. Economics, University of Wisconsin, Madison. Brett is a CFA
Charterholder, a CERTIFIED FINANCIAL PLANNERTM
Practitioner and is a member of
the CFA Society of Chicago.
Tim Hamann, Managing Associate – Tim serves as a
consultant on several of the firm’s relationships. In addition, Tim is Chair of the firm’s Client
Oversight Committee and reviews alternative strategy products. Prior to joining
Marquette, Tim was at the Northern Trust Company, where he was responsible for
portfolio management of over $1.5 billion in index funds, structured equity
products and cash overlay services. Tim began his
career at Firstar Bank in Madison, Wisconsin. Education: B.S. Economics,
University of Wisconsin, Madison.
Nichole Roman-Bhatty, CIMA®, Managing Associate
– Nichole serves
as a consultant on several of the firm’s relationships. Nichole’s primary
client focus is Eleemosynary and Corporate Plans. In addition, Nichole
coordinates oversight of investment-related education of socially
responsible investments, cash flow analysis, and other related topics.
Nichole also coordinates defined contribution and mutual fund research
as well as reviews international investment management firms. Nichole
was formerly a Credit Manager at Norwest Financial. Education: B.S.
Finance, Michigan State University. Nichole is also the Events
Planning Committee Chair for
Women Investment Professionals – Chicago.
Kelli Schrade, Vice President
and Director of Manager Research – Kelli serves as the director of
the firm's manager research, with primary oversight of the domestic
equity managers. In addition, she oversees the other asset classes as
Chair of the Investment Manager Search Committee. Before joining
Marquette, Kelli was an investment advisor with Christian Brothers
Investment Services. She also served as a managing editor and fund
analyst at Morningstar, Inc. for seven years, specializing in
domestic-equity funds. Kelli has been quoted as an expert on the
mutual fund industry throughout the national media, including Barron's
and The Wall Street Journal. Education: A.B. English, Kenyon College.
Kelli is also a member of the CFA Institute, the CFA Society of
Chicago and serves as a board member for
Women Investment Professionals-Chicago.
James Wesner, CFA,
Vice President – Jamie serves as a consultant on
several of the firm’s relationships. In addition, he is involved with reviewing
alternative strategy products. Before joining Marquette, Jamie
worked in the Debt Capital Markets division at Banc of America
Securities and prior to that held positions with Nuveen Investments
and PricewaterhouseCoopers LLP. Education: B.B.A. Finance,
University of Notre Dame; M.B.A. with Distinction - Finance and
International Business, Northwestern University’s Kellogg School of
Management. Jamie is a CFA Charterholder, a member of the CFA
Society of Chicago and a board member of One Acre Fund.
Dan Porter, Vice
President – Dan serves as a consultant on several of the firm’s
relationships and is involved with reviewing investment managers.
Prior to joining Marquette, Dan worked for Lowery Asset Consulting
as an investment consultant, led an asset management division for
Griffin, Kubik, Stephens and Thompson, and was a partner at
Institutional Capital. In addition Dan was a member at the Chicago
Board of Trade. Education: B.A. Marketing, Indiana University,
M.B.A. Loyola University Chicago.
Doug Oest, Assistant Vice
President
– Doug serves as a consultant on several of the firm’s relationships. In addition,
Doug is involved with capital market research and reviewing custodial,
securities lending, and commission recapture providers. Doug joined
the firm from WingSpan Partners, where he served as a Performance
Analyst. Education: B.B.A. Management and Finance, University of Iowa,
Iowa City, Iowa.
Elizabeth Francis, CIMA®, Assistant Vice
President
– Elizabeth is responsible for client analysis and reporting. Elizabeth joined the firm from the
Schwerdtle Stamp Company, where she served as the Assistant Controller. Elizabeth is a member of the Investment
Management Consultants Association (IMCA) and is a CIMA® designee. Education: B.S.B.A Finance, Georgetown
University, Washington, D.C. Elizabeth is also a member of
Women Investment Professionals –
Chicago.
Mike Piotrowski, Assistant Vice
President
– Mike serves as a consultant on several of the firm's
relationships. In addition, Mike is responsible for reviewing
International Equity investment managers. Mike joined the firm from Morgan Stanley, where he served as
a Financial Advisor. Education: B.A. Telecommunications, Business
Minor, Indiana University, Bloomington, Indiana.
David Wernecke, Senior Research
Analyst – David is
responsible for client analysis and reporting. In addition, David is
involved with capital market research and reviewing alternative
strategy products. Education: B.A. Economics, College of Wooster,
Wooster, Ohio.
Peter Rogers, Senior Research Analyst
– Peter is responsible for performance calculations and client
analysis. In addition, Peter is involved with reviewing alternative
strategy products. Education: B.S.B.A Finance/Accounting, University
of Denver; Master of Science in Finance, University of Denver.
Peter is
also a member of the CFA
Institute and the CFA Society of Chicago. Peter is a Level II
candidate in the CFA Program.
Raymond Caprio, Senior Research
Analyst – Ray is responsible for performance calculations and
client analysis. In addition, Ray is involved with reviewing small
capitalization equity investment management firms. Ray joined the firm
from Smith Barney where he was an Investment Analyst involved in
multiple aspects of due diligence for client portfolios. Ray began his
career as a Credit Specialist at LaSalle Bank in Chicago. Education:
B.S. Finance, Bradley University.
Ania Lasek, Senior Research Analyst
– Ania is responsible for
performance calculations and client analysis. Education: B.B.A. Finance, International Business, Loyola
University, Chicago, Illinois. Ania is also a member of
Women Investment Professionals – Chicago.
Gregory Tatum, Senior Research Analyst
– Greg is responsible for assisting with the investment manager
research process. His duties include documentation of all relevant investment manager materials for the
investment manager search process, quantitative analysis of all asset classes, and researching alternative
asset classes. Prior to joining Marquette, Greg worked for Fidelity Investments as a Financial Representative
and prior to that as a Financial Analyst Assistant at Kentucky Employers’ Mutual Insurance. Education: B.B.A.
Finance and Marketing, University of Kentucky, M.B.A. The Ohio State University.
Paul Marchese, Research
Analyst – Paul is responsible for performance calculations and
client analysis. Paul joined the firm from The Northern Trust Company
where he served as a Portfolio Accounting Analyst supporting The
Wealth Management Group. Education: B.S. Finance, Purdue University.
Heather Linich, Research Analyst
– Heather is responsible for performance calculations and client
analysis. Education: B.B.A. Finance, Economics Minor, Loyola
University Chicago, Chicago, Illinois. Heather is also a member of
Women Investment Professionals – Chicago.
Mike Spychalski, Research Analyst
– Mike is responsible for
performance calculations and client analysis. In addition, Mike is
involved in reviewing Fixed Income investment management firms. Mike joined the firm
from Bear Stearns, where he served as a Portfolio Administrator in the
Private Client Services division. Education: B.S. Economics, DePaul
University, Chicago, Illinois.
Neil Capps, Research Analyst
– Neil is responsible for performance calculations and client analysis.
Neil joined the firm from Merrill Lynch & Co., where he served as an Associate Portfolio Officer in the
Commercial Finance division. Education: B.S. in Business Administration, Minor in Japanese, University of
North Carolina at Chapel Hill, North Carolina.
Eric Gaylord, Performance
Analyst – Eric is responsible for performance calculations and
client analysis. Education: B.S. Finance, Indiana University Kelley
School of Business.
Luke Meagher,
Performance Analyst – Luke is responsible for performance
calculations and client analysis. Education: B.S. Finance,
Economics Minor, Northern Illinois University, DeKalb, Illinois.
Shannon Fetty,
Performance Analyst – Shannon is responsible
for performance calculations and client analysis. Education:
B.S. Finance, Purdue University
Krannert
School of Business.
Bhavin Patel,
Performance Analyst – Bhavin is responsible
for performance calculations and client analysis. Education:
B.S. Finance, International Business Minor, Northeastern
Illinois University, Chicago, Illinois.
Sharon Estill, Performance Analyst –
Sharon is responsible for performance calculations and client analysis.
Education: B.S. Architecture, Journalism Minor, University of Cincinnati, Cincinnati, Ohio.
Rob Britenbach, Performance Analyst –
Rob is responsible for performance calculations and client analysis.
Education: B.S. Economics, University of Illinois at Chicago; M.S. Economics, University of Illinois at Urbana-Champaign.
Mary Pettigree, CPA, Senior Vice President of Finance & Treasurer
– Mary is responsible for all corporate financial matters, regulatory
issues, and employee benefits. Before joining Marquette, Mary was an
independent contractor counseling start-up companies. She is a former
Vice President and Assistant Treasurer of IDC Services, providing
specialized financial services to the entertainment and advertising
industries. Education: B.S. Accounting, Roosevelt University. Mary is
a Certified Public Accountant and a member of the Illinois CPA
Society. She is a former advisory board member for the Mercy Home for
Boys & Girls in Chicago.
Rita Cirullo, Executive
Assistant – Rita serves as a direct assistant to the senior
executives of the firm. In addition, she is responsible for
investment manager compliance reporting, assisting the manager
research team, and developing policies and procedures for daily
office activities. Rita also oversees daily firm operations and
provides administrative oversight. Rita serves as a State of
Illinois Notary Public and is pursuing her B.S. in Business at
Trinity Christian College.
Kirsten Larsen, Administrative Assistant
– Kirsten is responsible for switchboard operation, report production, mail and bank statement coordination
and providing daily administrative support to the firm. In addition, she assists in database management, mass
mailings and daily operations. Kirsten is pursuing her A.S. in Business Administration with plans to transfer to
a four-year university.
Certified Financial Planner
Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNERTM,
and federally registered CFP (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP board's initial
and ongoing certification requirements.
