Updates

Defined Contribution Plan Legislative Update – April 2019
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07.19.2019

Real Estate: Where Do We Go From Here?

Over the last ten years, core real estate as measured by the NFI-ODCE has delivered an annualized return of almost…

07.17.2019

When Will the SOFRing End?

Global authorities such as the SEC, Federal Reserve, European Commission and European Central Bank are currently transitioning the market’s use…

07.09.2019

2019 Halftime Market Briefing

Live Webinar – Thursday, July 18, 2019 – 1:00-2:00 PM CT Please join Marquette’s asset class analysts for a live…

Independent Expertise

Completely independent investment expertise enables Marquette to place client interests first and foremost. With 100% employee ownership and over 30 years of experience, institutional investors of all types get  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 Director

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

Kweku Obed, CFA, CAIA | Managing Director

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.

380+

Clients1

99%

Client retention rate2

100%

Employee owned

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1 Data as of December 31, 2018 2Client retention rate calculated from 2009-2018

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