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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11.21.2022

An Investor’s Holiday Wish List

Hopefully not another year of coal In the spirit of holiday fun — and an effort to put 2022 investment…

11.14.2022

International Equities: Waitin’ on a Sunny Day

In recent years, international stocks have underperformed their domestic counterparts by a significant margin. Specifically, the MSCI ACWI ex-US index…

11.11.2022

Are HSAs the Next Retirement Account?

A Health Savings Account (HSA) is a type of savings account that allows an individual to set aside pre-tax money…

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

Tim Fallon, CIMA® | Managing Director

Tim is a managing director at Marquette with over 30 years of investment experience.

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 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 at Marquette and leads the firm's healthcare practice area.

Aimee O’Connor, CFP® | Managing Partner

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 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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