CHICAGO, IL, January 16, 2026 — Marquette Associates, Inc. is proud to announce the promotion of four new Partners as of January 1, 2026: Eric Gaylord, CFA, Jesus Jimenez, Stephanie Osten, and William Torre, Jr., CFA, CAIA. With these additions, Marquette continues to expand its ownership base and reinforce its commitment to independent, employee-owned leadership. Marquette has 27 shareholders.
Eric Gaylord, CFA joined Marquette in 2007 and has 19 years of investment experience. He serves as the primary investment consultant on a variety of clients, focusing on nonprofit organizations, as well as on numerous firm committees. He began his career at Marquette Associates as a performance analyst.
Jesus Jimenez joined Marquette in 2012 and has 14 years of investment experience. He serves as the primary investment consultant on a variety of clients, focusing on Taft-Hartley funds, as well as on numerous firm committees. He began his career at Marquette Associates as a performance analyst.
Stephanie Osten joined Marquette in 2014 and has 17 years of investment experience. She serves as the primary investment consultant on a variety of clients, focusing on nonprofit organizations, as well as on numerous firm committees. Prior to joining Marquette, Stephanie was an investment management analyst for BMO Private Bank.
William Torre, Jr., CFA, CAIA joined Marquette in 2017 and has 16 years of investment experience. He serves as the primary investment consultant on a variety of clients, focusing on Taft-Hartley funds. Prior to joining Marquette, Billy worked as a senior analyst at Wilshire Associates and began his career at BNY Mellon as a trading specialist.
“While the investment consulting landscape grows more complex and consolidated, Marquette stands firm in our independent ownership model,” said Brian Wrubel, Marquette’s CEO. “Elevating Eric, Jesus, Stephanie, and Billy to partner not only rewards their outstanding contributions but also strengthens our commitment to delivering exceptional service to our clients.”
About Marquette Associates
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. 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. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available on our website.
Contact:
Brian M. Wrubel, CEO
Melissa Gyurcsik, Partner, Director of Marketing
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