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Marquette Associates provides our clients with independent and thoughtful investment guidance.
2022 Investment Symposium
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Frank Valle Speaking at Knights of Columbus Asset Advisors Investor Symposium 7/13
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Nic Solecki Speaking at 2022 Financial Services Pipeline Initiative Intern Career Conference 7/13
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06.29.2022
While it is generally accepted that successfully and consistently timing the equity market is a loser’s bet, the same sentiment…
06.09.2022
This legislative update covers the SECURE Act 2.0, summarizes requirements in the SECURE Act for defined contribution plans to provide…
05.24.2022
Quite simply, this has been the worst start to a year since the 1930s: One of only 19 quarters since…
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 expertiseTim is a managing director at Marquette with over 30 years of investment experience.
Nichole 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 is a managing director for Marquette and serves on the firm’s executive committee.
Dave is a managing director at Marquette and leads the firm's healthcare practice area.
Aimee is an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients.
Tim is a managing director for Marquette and serves on the firm’s board of directors.
Clients1
Client retention rate2
Employee-owned
06.30.2022
In our #chartoftheweek, David Hernandez, CFA assesses #globalequities performance since the March 2020 COVID-induce… https://t.co/xrGn6QiC7b
1Data as of June 30, 2021 2Client retention rate calculated from 2011-2020
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