On Tuesday, April 30, James R. Wesner, CFA will be speaking at the Association of Investment Management Sales Executives’…Read the full article >
James R. Wesner is a managing director for Marquette Associates and serves on the firm’s board of directors. An owner of the firm, Jamie has been with the company since 2007 and has 20 years of investment experience. He serves as the primary investment consultant on several client relationships. Jamie serves on the firm’s discretionary committee, endowment & foundation services committee, healthcare committee, and the alternative investment manager search committee. He is also a member of the firm’s sustainable investing group.
Prior to joining Marquette, Jamie worked in the debt capital markets division at Banc of America Securities. Prior to Banc of America, he held positions with Nuveen Investments and PricewaterhouseCoopers.
Jamie holds a B.B.A. in finance from the University of Notre Dame and an M.B.A. with distinction in finance and international business from Northwestern University’s Kellogg School of Management. Jamie is a CFA charterholder, a member of the CFA Society of Chicago and a board member for the One Acre Fund.