Updates

Marquette Views on 2024 U.S. Equities Outlook Featured on FIN News
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Linsey Schoemehl Payne headshot

Marquette Approach to Manager ESG Due Diligence Featured on FundFire
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Marquette Speaking at ALTSCHI 2024 Forum 7/22–23
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07.18.2024

What Does Elevated Index Concentration Mean for Active U.S. Equity Managers?

Indexing has risen in popularity over the last decade, particularly for U.S. equity investors. The fees are lower and indexing…

07.09.2024

2024 Halftime Market Insights Webinar

— LIVE WEBINAR JULY 23 — Please join Marquette’s research team for our 2024 Halftime Market Insights Webinar analyzing the…

06.06.2024

Impact of SEC Rule Changes for Money Market Funds Regulatory Update

Over the past year, the SEC has been phasing in regulatory changes for money market funds resulting from adopted amendments…

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.

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 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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