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.