For more than 30 years, Marquette Associates has served the unique missions of religious institutions and their investment programs. Marquette is actively involved in the religious community as a member of the Resource Center for Religious Institutions, and through client relationships that span denominations, dioceses, and agencies. Marquette has also developed unique insights into sustainable investing and is an affiliate member of the Interfaith Center on Corporate Responsibility.

Religious Investment Expertise

  • Community trusts
  • Operating portfolios
  • Patrimony assets

Featured Experts

Nichole Roman-Bhatty, CIMA® | Managing Director

Nichole leads the firm’s religious services practice area and is also the founder and co-lead of the sustainable investing group.

Aimee O’Connor, CFP® | Managing Partner

Aimee is a managing partner at Marquette with over 18 years of investment experience.

Linsey Schoemehl Payne | Chief Compliance Officer, Managing Partner

Marquette's CCO, Linsey serves as co-lead of the firm's Sustainable Investing Group and is a member of the OCIO committee.

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