Real-World Experience

Marquette client service is based not only on independent expertise and careful research, it’s grounded in the direct industry experience of our people — from plan sponsor and actuarial work to investment management.

Tim Fallon, CIMA®
Managing Director

Tim Burdick, CFA
Managing Director

Brett Christenson, CFA, CFP®
Managing Director

Tom Salemy, CFA, CAIA
Managing Director

James R. Wesner, CFA
Managing Director

David H. Smith, CFA
Managing Director

Lee H. Martin, Ph. D.
Managing Director

Michael W. Shone
Managing Director

Nichole Roman-Bhatty, CIMA®
Managing Partner

Alex G. Fisher
Managing Partner

Glenn E. Ross
Managing Partner

Doug Oest, CAIA
Managing Partner

Mike Piotrowski, CAIA
Managing Partner

Aimee O’Connor, CFP®
Senior Vice President

Sarah E.R. Wilson
Vice President

Linsey Schoemehl Payne
Vice President

Lauren Cellucci, CIMA®
Vice President

Christopher Caparelli, CFA
Vice President

David Wernecke, CAIA
Vice President

Paul Marchese, CAIA
Vice President

Eric Gaylord, CFA
Vice President

Tom Latzke, CAIA
Vice President

Patrick W. Wing, CFA, CIPM
Vice President

Stephanie Osten
Vice President

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