Updates

Marquette Joins in Founding of Investment Consultants Sustainability Working Group (ICSWG-US)
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Sustainable Investing Post-COVID Views Featured in Benefits Magazine
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06.09.2021

Value vs. Growth: Where Do We Go from Here?

In a reversal of trends that had persisted for several years, value stocks have largely outperformed their growth-oriented peers since…

05.25.2021

Defined Contribution Plan Legislative Update – 2Q 2021

This legislative update covers the Secure Act 2.0, provides an update on the Department of Labor’s enforcement of its final…

05.12.2021

The SPAC Explained

The SPAC once again rose to prominence in 2020 and momentum has continued to build this year. By mid-March 2021,…

Independent Expertise

Completely independent investment expertise enables Marquette to place client interests at the center of everything we do. With 100% employee ownership and over 30 years of experience, our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.

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Featured Experts

Tim Fallon, CIMA® | Managing Director

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

Nichole Roman-Bhatty, CIMA® | Managing Partner

Nichole leads the firm’s religious services practice area and is also the founder and co-lead of the sustainable investing group.

Miguel Zarate | Chief Operating Officer, Managing Director

Miguel serves on the firm’s executive committee and is the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.

Kweku Obed, CFA, CAIA | Managing Director

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

Brian Wrubel | Chief Executive Officer

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

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and serves on several of the firm’s committees.

Tom Salemy, CFA, CAIA | Managing Director

Tom is a managing director for Marquette and serves on the firm’s executive committee.

David H. Smith, CFA | Managing Director

Dave is a managing director and serves as the vice chair of the firm’s traditional investment manager search committee.

Aimee O’Connor, CFP® | Senior Vice President

Aimee is an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients.

Tim Burdick, CFA | Managing Director

Tim is a managing director for Marquette Associates and serves on the firm’s board of directors.

400+

Clients1

99%

Client retention rate2

100%

Employee-owned

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1Data as of December 31, 2020 2Client retention rate calculated from 2011-2020

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