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.

 

Focused institutional approach to private clients

Marquette provides investment consulting services to private clients, families, and family offices. With assets over $10 billion, Marquette helps family offices and high-net-worth individuals design a framework that includes:

Featured Experts

Tim Burdick, CFA | Managing Director

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

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.

Aimee O’Connor, CFP® | Senior Vice President

Aimee is an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients.

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