Luis Sierra is a senior client analyst for Marquette Associates with nine years of investment experience and works from our Baltimore office. He joined the firm in 2017 and actively supports consultants in all aspects of client service on a variety of client relationships. He serves as the secondary point of contact and is responsible for the daily administration and management of institutional investment portfolios.
Prior to joining Marquette, Luis worked as an investment counselor at Fisher Investments. Previously, he worked as an operations administrator at Efficient Advisors.
Luis holds a B.S in finance and international business from Drexel University and a M.B.A. in international business and a M.S. in finance from Temple University’s Fox School of Business. Luis is a CFA charterholder, a member of the CFA Institute, and the CFA Society of Baltimore.