The House Ways and Means Committee released 881 pages of a proposed bill that would make changes to the tax…Read the full article >
Aimee O’Connor is a senior vice president for Marquette Associates and has 17 years of investment experience. She joined the firm in 2019 and serves as the primary consultant on several endowment, high net worth, and family office relationships.
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 DiMeo Schneider & Associates.
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 Young Women’s Giving Council for Chicago Foundation for Women and is a member of Women Investment Professionals, Chicago.