Healthcare

From healthcare reform and demographic changes to debt issues and the complexities of valuing Topic 820 assets, Marquette Associates understands the range of investment issues healthcare institutions face. As of June 30, 2021, Marquette serves healthcare clients with more than $40 billion in assets across a broad range of operating cultures – including health systems, stand-alone hospitals, and specialty organizations. Marquette has also developed unique insights into the management of sustainable investing.

Healthcare Investment Expertise

  • Operating assets
  • Foundations
  • Insurance
  • Retirement
  • Reserve portfolios

Featured Experts

Tim Fallon, CIMA® | Managing Director

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

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.

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >