Quarterly Letter from the Director of Research
Marquette Associates provides our clients with independent and thoughtful investment guidance.
2023 Investment Symposium
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David H. Smith Speaking at NAST 2023 Treasury Management Training Symposium 6/14
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Frank Valle Speaking at Central States Institutional Forum 6/14
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05.09.2023
In February of this year, Marquette published a Perspectives piece entitled Is the Sky Falling? that detailed the history of…
04.25.2023
It seems only fitting that I write this as snow is falling the day after it was a beautiful 80°…
04.06.2023
This video is a recording of a live webinar held April 20 by Marquette’s research team, featuring in-depth analysis of…
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.
View our expertiseNichole leads the firm’s religious services practice area and is also the founder and co-lead of the sustainable investing group.
Miguel serves as Marquette's chief operating officer and leads the firm's Taft-Hartley practice area.
Kweku chairs the firm’s defined contribution services committee and serves on Marquette's board of directors.
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 is a managing director for Marquette and leads the firm's endowments & foundations practice area.
Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.
Dave is a managing director at Marquette and leads the firm's healthcare practice area.
Aimee is a managing partner at Marquette with over 18 years of investment experience.
Tim is a managing director for Marquette and serves on the firm’s board of directors.
Clients1
Client retention rate2
Employee-owned3
05.25.2023
#SecondaryMarket volume has grown from $37 billion in 2016 to a high of $132 billion in 2021, as covered in our… https://t.co/aVTGq3MyRL
1Data as of December 31, 2022. 2The client retention rate is calculated as the average annual retention rate over the last 10 years. 3By current and former employees.
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