Updates

Linsey Schoemehl Payne headshot

Investment Consultants Sustainability Working Group (ICSWG-US) Recognizes First Year
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Nat Kellogg Quoted in Wall Street Journal on Recent Real Estate Fund Withdrawals
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President Biden Appoints Kweku Obed to the Pension Benefit Guaranty Corporation Advisory Committee
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01.25.2023

2023 Market Preview: Trail Guide to 2023 Asset Class Performance

As winter takes hold in the northern hemisphere, there are those that choose to escape to warmer climates and those…

01.05.2023

2023 Market Preview Video

This video is a recording of a live webinar held January 19 by Marquette’s research team, featuring in-depth analysis of…

01.23.2023

Defined Contribution Plan Legislative Update – 1Q 2023

This legislative update covers the SECURE Act 2.0, part of the Consolidated Appropriations Act, 2023 signed into law by President…

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

Nichole Roman-Bhatty, CIMA® | Managing Director

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 as Marquette's chief operating officer and leads the firm's Taft-Hartley practice area.

Kweku Obed, CFA, CAIA | Managing Director

Kweku chairs the firm’s defined contribution services committee and serves on Marquette's board of directors.

Brian Wrubel | Chief Executive Officer

Marquette's CEO, Brian has been with the firm for over 30 years and serves as the chairman of the firm's board of directors and executive committee.

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and leads the firm's endowments & foundations practice area.

Tom Salemy, CFA, CAIA | Managing Director

Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.

David H. Smith, CFA | Managing Director

Dave is a managing director at Marquette and leads the firm's healthcare practice area.

Aimee O’Connor, CFP® | Managing Partner

Aimee is a managing partner at Marquette with over 18 years of investment experience.

Tim Burdick, CFA | Managing Director

Tim is a managing director for Marquette 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 June 30, 2022 2Client retention rate calculated from 2012-2021

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