Updates

Kweku Obed Speaking at NASP 2022 Conference 6/27
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Nic Solecki

Nic Solecki Speaking at IDX Digital Assets 2022 DeFi Summer Summit 7/14
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06.09.2022

Defined Contribution Plan Legislative Update – 2Q 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

Flirting With a Bear Market: How Did We Get Here, and What Comes Next?

Quite simply, this has been the worst start to a year since the 1930s: One of only 19 quarters since…

05.13.2022

Observations on Fidelity’s Bitcoin–401(k) Announcement

On April 26th, 2022, Fidelity Investments announced plans to offer bitcoin for 401(k) plans. For Fidelity, this plan is a…

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

Tim Fallon, CIMA® | Managing Director

Tim is a managing director at Marquette with over 30 years of investment experience.

Nichole Roman-Bhatty, CIMA® | Managing Partner

Nichole leads the firm’s religious services practice area and is also the founder and co-lead of the sustainable investing group.

Miguel Zarate | Chief Operating Officer, Managing Director

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

Kweku Obed, CFA, CAIA | Managing Director

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

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.

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and leads the firm's endowments & foundations practice area.

Tom Salemy, CFA, CAIA | Managing Director

Tom is a managing director for Marquette and serves on the firm’s executive committee.

David H. 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 an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients.

Tim Burdick, CFA | Managing Director

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

400+

Clients1

99%

Client retention rate2

100%

Employee-owned

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1Data as of June 30, 2021 2Client retention rate calculated from 2011-2020

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