Neil S. Capps, CAIA, FDP
Director of Client Service, Managing Partner

Neil Capps is the director of client service and a managing partner for Marquette Associates. He has 20 years of investment experience and joined the firm in 2008. Neil serves as the secondary point of contact on a variety of client relationships and is responsible for the daily operations and management of client investment portfolios. He actively supports consultants by delivering both exceptional client service and thoughtful investment guidance to staff and investment committee members. Neil co-leads the client analyst team and is a member of the firm’s operations committee.

Prior to joining Marquette, Neil was an associate portfolio officer in the commercial finance division of Merrill Lynch & Co.

Neil holds a B.S. in business administration with a minor in Japanese from the University of North Carolina at Chapel Hill. He holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association® and also holds the Financial Data Professional designation and is a member of the FDP Institute®. Neil also earned the Certificate in Blockchain and Digital Assets℠ issued by the Digital Assets Council of Financial Professionals and is a member of the DACFP.

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