Private Clients

Marquette Associates’ private client consulting group partners with family offices and high-net-worth individuals to focus on the three key factors that lead to a successful investment program — risk, quality and cost.

Marquette’s Form CRS is available for download here.

Focused institutional approach to private clients

Marquette provides investment consulting services to private clients, families, and family offices. We help family offices and high-net-worth individuals with a variety of backgrounds and goals design a framework that includes:

Featured Experts

Aimee O’Connor, CFP® | Managing Partner

Aimee is a managing partner at Marquette with 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.

James R. Wesner, CFA | Managing Director

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

Tim Burdick, CFA | Managing Director

Tim is a managing director for Marquette and serves on the firm’s board of directors.

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