Marquette Speaking at ALTSCHI 2024 Forum 7/22–23
On July 22–23, Dave Smith, CFA, Kweku Obed, CFA, CAIA, and Greg Leonberger,…
Read the full article >Dave Smith is a managing director for Marquette Associates and serves on the firm’s executive committee. An owner of the firm, Dave has been with the company since 2009 and has 27 years of investment experience. He leads the healthcare practice area at Marquette and is a member of the nonprofit services group. Dave serves as the lead investment consultant on several key client relationships.
Prior to joining Marquette, Dave was a vice president of investor relations at Northern Trust Asset Management where he was responsible for servicing large institutional investors. He began his career at the Chicago Mercantile Exchange with a Eurodollar derivatives trading firm.
Dave holds a B.S. in business administration from the University of Richmond and an M.B.A. in finance from the University of Chicago’s Booth School of Business.
Dave is a CFA® charterholder and previously served on the board of directors of CFA Society Chicago. He is a member of the Economic Club of Chicago.
On July 22–23, Dave Smith, CFA, Kweku Obed, CFA, CAIA, and Greg Leonberger,…
Read the full article >On Monday, May 20, Dave Smith, CFA and Jessica Noviskis, CFA will be speaking at the…
Read the full article >On January 31, Dave Smith, CFA will be speaking at the Georgetown University Center for Retirement Initiatives (CRI) Annual State-Facilitated…
Read the full article >On Wednesday, January 17, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2024 Professional…
Read the full article >On Tuesday, September 19th, Dave Smith, CFA, will be speaking at the annual 529 Conference hosted by…
Read the full article >On Tuesday, September 12, Dave Smith, CFA and Catherine Hillier will be speaking at…
Read the full article >On Wednesday, June 14, Dave. Smith, CFA will be speaking at the National Association of State Treasurers’ 2023 Treasury Management…
Read the full article >On Thursday, May 25, Dave Smith, CFA will be speaking at With Intelligence’s Spring Retreat in New Orleans, Louisiana. Dave…
Read the full article >On Wednesday, January 18, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2023 Professional…
Read the full article >On Monday, October 17th, Dave Smith, CFA, will be speaking at the annual 529 Conference, hosted by…
Read the full article >On June 7th and 8th, Dave Smith, CFA will be speaking at the National Association of State Treasurers’…
Read the full article >On Tuesday, May 24th, Dave Smith, CFA will be speaking at With Intelligence’s Spring Retreat in Charleston, South…
Read the full article >On Thursday, November 4th, Dave Smith, CFA will be speaking at the
Read the full article >On Thursday, October 28th, Dave Smith, CFA, will be speaking at the Fall Healthcare Treasurers’ Roundtable…
Read the full article >On Wednesday, May 12th, Dave Smith, CFA will be speaking at the National Association of State Treasurers’…
Read the full article >On Wednesday, November 18th, Marquette will be speaking at the 43rd Annual Association of Investment Management and Sales Executives (AIMSE)…
Read the full article >On Thursday, September 24th, Dave Smith, CFA, will be speaking at “529 Conference: Required market intelligence for 529…
Read the full article >On Wednesday, June 17th, Dave Smith, CFA will be presenting as part of the Community Foundation of Northeast Iowa’s…
Read the full article >On Thursday, June 4th, Dave Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives Investor…
Read the full article >On Thursday, May 21st, Dave Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives Investor…
Read the full article >On Wednesday, January 15, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2020 Professional Advisor…
Read the full article >On Wednesday, September 25th, Dave Smith, CFA, will be speaking at “529 Conference: Uncovering the most effective strategies…
Read the full article >On Tuesday, June 18, Dave Smith, CFA will be chairing an Allocators’ Breakfast gathering hosted by Institutional Investor in…
Read the full article >On Wednesday, May 22, Dave Smith, CFA will be speaking at the National Association of State Treasurers 2019 Treasury Management Training…
Read the full article >On Wednesday, October 3, Dave Smith, CFA will be speaking at the Roundtable for Consultants & Institutional Investors in…
Read the full article >On Monday, September 24th, Dave Smith, CFA, will be speaking at the “529 Essentials Seminar” preceding the fifth annual 529 Conference, “Education…
Read the full article >On Tuesday, May 1, Dave Smith, CFA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE)…
Read the full article >On Friday, October 6, Dave Smith, CFA, will be speaking at Institutional Investor’s Roundtable for Consultants & Institutional Investors…
Read the full article >On Monday, October 16, Dave Smith, CFA, will be speaking at the fourth annual 529 Conference, “College Financial Planning:…
Read the full article >On Tuesday, June 27, Dave Smith will be speaking at the 4th Annual Great Plains Institutional Investor Forum in…
Read the full article >On Wednesday, March 8, Dave Smith will be speaking on the Great Expectations of Inflation webcast hosted by the…
Read the full article >On Monday, September 12, Dave Smith will be speaking at the third annual 529 Conference in Orlando on structuring and…
Read the full article >On Thursday, October 20, Dave Smith will be moderating a panel with Jason Rector, CFA, Funds Alpha Analyst, State of…
Read the full article >On Thursday, September 15, Dave Smith, CFA will be moderating a panel discussion on the 2016 election hosted by…
Read the full article >On Thursday, August 11, Dave Smith, CFA will be speaking at the FIS Group 20th Anniversary Investment Conference in…
Read the full article >On Thursday, June 16, Dave Smith, CFA will be speaking at the National Association of State Treasurer’s Treasury Management Training Symposium…
Read the full article >On Monday, April 27 and Tuesday, April 28, Dave Smith, CFA and David Hernandez, CFA will moderate two…
Read the full article >On Wednesday, April 22, Dave Smith, CFA will speak at the Community Foundation of Northeast Iowa’s Lunch Hour. He…
Read the full article >On Wednesday May 13th, Dave Smith, CFA and Kweku Obed, CFA, CAIA will speak…
Read the full article >On Monday, September 15, Dave Smith, CFA will be speaking at the 529 ‘Essentials’ Seminar hosted by Strategic Insight…
Read the full article >On Wednesday, October 22nd, Dave Smith, CFA will be speaking at the Northeast Iowa Charitable Giving Workshop at Northeast…
Read the full article >On Wednesday, June 11th, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s Lunch Hour…
Read the full article >CHICAGO, January 17, 2014 – Marquette Associates, Inc. today announced the election of four new managing partners to strengthen firm…
Read the full article >Friday, September 13, 2013 — 8:00 AM – 2:00 PM Marquette clients – Please join us to discuss the current market environment,…
Read the full article >CHICAGO, February 25, 2012 – Marquette Associates, Inc. today announced that Dave Smith, vice president, has been chosen as one…
Read the full article >Friday, September 14, 2012 – 8:00 AM – 2:00 PM Nonprofit clients – Please join us for a discussion…
Read the full article >While 529 plans have existed for over two decades, recent developments such as the Achieving a Better Life Experience (“ABLE”)…
Read the full article >One of the newer developments in the defined contribution world, several states have established retirement savings plans for workers…
Read the full article >Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >