Updates

Defined Contribution Plan Legislative Update – 4Q 2019
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Legislative Update: Illinois Sustainable Investing Act
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12.10.2019

Private Equity Position Paper – 2019 Update

This position paper explores the fundamentals of private equity as an asset class. Particularly, we examine the subcategories of venture…

11.07.2019

Live Videos: 2019 Investment Symposium Presentations

The six flash talks by our research team at Marquette’s 2019 Investment Symposium on October 4th are now available to view on…

11.07.2019

Luncheon Keynote with Mohamed El-Erian

Recorded Friday, October 4, 2019 — 2019 Investment Symposium Excerpts from Marquette’s 2019 Investment Symposium Keynote Presentation by Mohamed El-Erian, Chief Economic…

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 impact 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, 2019 2Client retention rate calculated from 2009-2018

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