Updates

Marquette Views on Equity Market Plunge Featured on FundFire
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Sam Frymier Speaking at 2024 10th Annual GAPPT Trustee School 9/16
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Greg Leonberger Speaking at Pensions & Investments Chicago Fixed Income & Credit Conference 9/24
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09.05.2024

Are You Ready for Some Fixed Income?

As the leaves change to autumn and the authors cheer on their Fighting Leathernecks, fall is the perfect time for…

08.26.2024

The State of the American Consumer

The U.S. economy has long been driven by consumers, with consumption constituting more than two-thirds of GDP growth: As the…

07.25.2024

Keep Your Eye on the Ball

When it comes to baseball, successful hitters have little trouble hitting the ball when they know what pitch is coming….

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

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.

Linsey Schoemehl Payne | Chief Compliance Officer, Managing Partner

Marquette's CCO, Linsey serves on the firm's board of directors and co-leads the Sustainable Investing Group.

Miguel Zarate | Managing Director

Miguel serves as Marquette's chief operating officer and leads the firm's Taft-Hartley practice area.

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and has over 20 years of investment experience.

Kweku Obed, CFA, CAIA | Managing Director

Kweku chairs the firm’s defined contribution services committee and serves on Marquette's board of directors.

Tom Salemy, CFA, CAIA | Managing Director

Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.

Dave 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 a managing partner at Marquette with over 20 years of investment experience.

Tim Burdick, CFA | Managing Director

Tim is a managing director for Marquette and serves on the firm’s board of directors.

Greg Leonberger, FSA, EA, MAAA, FCA | Director of Research, Managing Partner

Marquette's Director of Research, Greg is a fully credentialed actuary and has over 20 years of investment experience.

400+

Clients1

99%

Client retention rate2

100%

Employee-owned3

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1Data as of March 31, 2024. 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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