On Thursday, September 15th, Aimee O’Connor, CFP® will be speaking at the St. Louis Investment Symposium hosted by…Read the full article >
Aimee O’Connor is a managing partner for Marquette Associates and has 18 years of investment experience. An owner of the firm, Aimee has been with the company since 2019 and serves as the primary consultant on several endowment, high net worth, and family office relationships. She is a member of the sustainable investing group.
Prior to joining Marquette, Aimee was an independent consultant working with RIAs, family offices, and high net worth individuals. Previously, she was the co-director of consulting and senior consultant at a nationally-recognized investment consulting firm.
Aimee holds a B.A. in management with a minor in mathematics from Loras College. She is a CFP® practitioner and a member of Northwestern University’s CFP® Advisory Board. Aimee joined the faculty of Northwestern University’s CERTIFIED FINANCIAL PLANNER™ Certification Education Program in 2021, teaching a course on Trusts and Estate Planning. Aimee serves on the Chairman’s Advisory Council at Big Shoulders Fund and is a member of Women Investment Professionals, Chicago.