Updates

Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
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Marquette Speaking at KORIED 2025 Plan Sponsor Educational Institute 1/21–24
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Marquette Speaking at Maryland GFOA 2025 Winter Conference 1/24
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01.02.2025

2025 Market Preview Webinar

— JANUARY 16, 1:00pm CT — Please join Marquette’s research team for our 2025 Market Preview Webinar analyzing 2024 across…

12.19.2024

Multi-Asset Credit: Taking Offense From Good to Great

Before the football season began, we authored a white paper that detailed offensive and defensive elements of a fixed income…

11.25.2024

Football is in Full Swing…and Private Equity Wants a Piece!

The 2024 National Football League regular season is at its midpoint, meaning employees in Marquette’s Chicago office are enduring another…

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 35 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 on Marquette's executive committee and leads the firm's Taft-Hartley practice area.

James R. Wesner, CFA | Managing Director

Jamie is a managing director for Marquette and has over 25 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 25 years of investment experience.

400+

Clients1

99%

Client retention rate2

100%

Employee-owned3

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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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