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, 2020, Marquette serves healthcare clients with more than $29 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 socially responsible investing.

Healthcare Investment Expertise

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

Featured Experts

Tim Fallon, CIMA® | Managing Director

Tim leads the healthcare, non-profits, endowments and foundations, and corporate practice areas at Marquette.

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and serves on several of the firm’s committees.

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 and serves as the vice chair of the firm’s traditional investment manager search committee.

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