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. Marquette serves healthcare clients 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

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and has over 20 years of investment experience.

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.

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.

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