Updates

Marquette Associates Announces Compliance with the Global Investment Performance Standards (GIPS®)
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Eric Gaylord Speaking at Investment Management Institute DC Literacy Summit 2/13
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11.05.2018

2018 Investment Symposium Briefing

Recorded Friday, September 28, 2018 — 2018 Investment Symposium   Our 2018 Investment Symposium was a great day of education and connection….

11.05.2018

Luncheon Keynote with Richard H. Thaler

Recorded Friday September 28, 2018 — 2018 Investment Symposium 2018 Investment Symposium luncheon keynote featuring Richard H. Thaler, 2017 Recipient of…

11.05.2018

Market Impact of Evolving U.S. Policies

Recorded Friday September 28, 2018 — 2018 Investment Symposium   Flash talk by Greg Leonberger, FSA, EA, MAAA This session examines…

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 Partner

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

Kweku Obed, CFA, CAIA | Managing Partner

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 June 30, 2018 2Client retention rate calculated from 2008-2017

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