Updates

Marquette Awarded Greenwich Quality Leader in Overall U.S. Investment Consulting
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01.12.2021

Tech Bubble Revisited? Contrasting the Current Landscape with the Dot-Com Boom and Bust

Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have…

Graphic of darkened photo of city buildings, with guidance pattern overlay and "2021 Market Preview" in white.

01.07.2021

2021 Market Preview Video

— COMING JANUARY 21st — This video will coincide with our annual Market Preview newsletters (also coming the 21st) and…

12.22.2020

Additional Relief Stimulus to Bridge Gap as Vaccine Distribution is Underway

While the recent approval and rollout of the Pfizer and Moderna vaccines would be expected to assist in the gradual…

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, 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 chair of the sustainable investing group.

Miguel Zarate | 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 | President & CEO

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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1 Data as of June 30, 2020 2Client retention rate calculated from 2010-2019

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