Quarterly Letter from the Director of Research
Marquette Associates provides our clients with independent and thoughtful investment guidance.
Frank Valle Featured on Dakota Live! Podcast
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Patrick W. Wing Speaking at City of London Investment Group Investment Roundtable 4/29
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Frank Valle Speaking at 2025 Central States Institutional Forum 4/30
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04.17.2025
This video is a recording of a live webinar held April 16 by Marquette’s research team analyzing the first quarter…
04.16.2025
As markets swirl and stagflation fears mount, what should investors do? Our newsletter last week outlined the broad context of President…
04.07.2025
The global trade landscape has been significantly reshaped by a series of aggressive tariffs initiated by President Donald Trump. These…
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 expertiseMarquette's CEO, Brian has been with the firm for over 35 years and serves as the chairman of the firm's board of directors and executive committee.
Marquette's CCO, Linsey serves on the firm's board of directors and co-leads the Sustainable Investing Group.
Miguel leads the firm's Taft-Hartley practice area and serves on the firm’s executive committee.
Jamie is a managing director for Marquette and has over 25 years of investment experience.
Kweku chairs the firm’s defined contribution services committee and serves on Marquette's board of directors.
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 20 years of investment experience.
Tim is a managing director for Marquette and serves on the firm’s board of directors.
Marquette's Director of Research, Greg is a fully credentialed actuary and has over 25 years of investment experience.
Clients1
Client retention rate2
Employee-owned3
1Data as of September 30, 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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