03.23.2026
Marquette Speaking at Markets Group 2026 Midwest Institutional Forum 4/21–22
On Wednesday, April 22, Greg Leonberger, FSA, EA, MAAA, FCA, Frank Valle, CFA, CAIA, and
On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered Investment Advisor (RIA) service offerings in the investment consulting industry.
In the article, Consultants’ Latest Target? RIAs in Need of Investment Help, Aimee commented on the area as being a competitive market and added that, “The more consultants try to swim in the private client, high-net-worth area, the easier it is to leverage what they already have internally. It’s a natural extension.” Marquette began servicing RIA clients in 2017; for more information, please reach out to Aimee or by using our contact page.
To read the article, visit the Fund Fire website (subscription required).
03.23.2026
On Wednesday, April 22, Greg Leonberger, FSA, EA, MAAA, FCA, Frank Valle, CFA, CAIA, and
04.02.2026
On Wednesday, April 22, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association of County Controllers’…
04.13.2026
Portfolio Strategist Jessica Noviskis, CFA was featured on Bloomberg TV’s Surveillance coverage on April 10, 2026. Jessica discussed the publication…
04.10.2026
On Tuesday, April 28, Evan Frazier, CFA, CAIA will be speaking at Institutional Investor’s 21st Annual East Coast…
04.20.2026
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
04.20.2026
On Friday, May 8, Ryan P. Tracy, CFP® will be speaking at The Women in Alts Alignment Summit…
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