Marquette Speaking at RCRI 2023 Annual Conference 9/28
On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the…
Read the full article >Aimee O’Connor is a managing partner for Marquette Associates and has 19 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 and nonprofit services 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 is a member of the faculty of Northwestern University’s CERTIFIED FINANCIAL PLANNER™ Certification Education Program, educating students 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.
On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the…
Read the full article >On Thursday, September 15th, Aimee O’Connor, CFP® will be speaking at the St. Louis Investment Symposium hosted by…
Read the full article >On May 18th and 19th, Aimee O’Connor, CFP® will be speaking at the Naples Family Office & Wealth…
Read the full article >The House Ways and Means Committee released 881 pages of a proposed bill that would make changes to the tax…
Read the full article >This video series is intended for plan sponsors and fiduciaries and covers a variety of topics related to creating and…
Read the full article >On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered…
Read the full article >With short-term interest rates seemingly stuck at unprecedented low levels, a key challenge for investors today is how best to…
Read the full article >On Monday, July 22nd, Aimee O’Connor, CFP® will be moderating the Environmental, Social and Governance investing panel at…
Read the full article >To date during this COVID-19 pandemic, both U.S. municipal bond issuers as well as municipal bond strategies have proven to…
Read the full article >On Tuesday, April 2, Aimee O’Connor, CFP® will be speaking at the 36th Annual Consultants Congress hosted by…
Read the full article >CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an…
Read the full article >On May 23rd, with overwhelming bipartisan support, the Setting Every Community Up for Retirement Enhancement Act (SECURE…
Read the full article >Municipal bonds remain attractive and still make sense for high net worth investors on a go-forward basis…
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