Updates

Nat Kellogg Speaking at eVestment Institutional Trends Quarterly Webcast 12/5
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Linsey Schoemehl Payne headshot

Marquette Manager Due Diligence Featured on Nonprofit News
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Greg Leonberger Featured on Dakota Live! Podcast
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10.13.2023

3Q 2023 Market Insights Video

This video is a recording of a live webinar held on October 26 by Marquette’s research team, featuring in-depth analysis…

10.26.2023

Portfolio Trick or Treat

Coming into 2023, investors were cautiously optimistic about 2023 market returns; cautious considering the broad losses across asset classes during…

10.12.2023

U.S. Equities: Surprising Strength Gives Way to Macro Risks

Equity market strength through the third quarter continues to challenge the common expectation going into the year. Cumulatively through September…

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

Nichole Roman-Bhatty, CIMA® | Managing Director

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 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 18 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 June 30, 2023. 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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