Marquette Associates Continues to Expand Wealth Consulting Capabilities

CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an ownership interest in Milwaukee-based investment adviser, Operose Advisors LLC.

“Providing a high net worth solution built upon our institutional approach has been a key focus of our long-term strategy over the last number of years,” said Brian Wrubel, President & CEO of Marquette. “Operose shares our culture of client service and our investment philosophy. This partnership creates an integrated solution for private clients with assets ranging between $1-25 million and small market investment advisory opportunities.”

Operose Advisors provides investment advisory and wealth management services to individuals, families, trusts, and closely-held businesses. By partnering with Operose, Marquette will establish its fifth office and continue to expand its presence in Wisconsin. Managing Partner Nicholas Bauer, CFA, leads Operose Advisors and has 20 years of investment experience. He and his team in Milwaukee will ensure continuity of service, while leveraging Marquette’s institutional model and benefiting from added resources.

Marquette also welcomed Aimee O’Connor, CFP® as a senior vice president in January to continue expanding the firm’s ultra-high net worth/family office capabilities based in Chicago. As a senior investment consultant, Aimee is involved in the daily management and administration of Marquette’s private client relationships. She has 14 years of investment experience including work as 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 DiMeo Schneider & Associates.

“We are excited at the opportunity to add Aimee to our team. Her considerable background working with private clients is a great fit as we steadily grow this part of our business,” said Wrubel. “The partnership with Operose, and the addition of Aimee, uniquely positions Marquette to offer a cost-effective, institutional approach for private families of all sizes.”

About Operose Advisors
Operose Advisors LLC is an investment adviser registered with the State of Wisconsin. We are dedicated to growing the wealth, knowledge and professional networks of the clients we serve by employing an institutional approach to wealth management.

About Marquette Associates
Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused client service approach and careful research. Marquette has served a single mission since 1986 – enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 385 clients with over $182 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits. For more information, please visit www.marquetteassociates.com.

Contact:
Brian M. Wrubel, 312.527.5500
bwrubel@marquetteassociates.com

Print Update

Marquette Associates Ownership Update

CHICAGO, IL, February 8, 2019 – Marquette Associates, Inc. today announced an update to the firm’s succession plan in a continuing effort to strengthen the firm’s stability and ongoing growth. The three largest shareholders will sell 30% of their ownership to the existing shareholder base. The current leadership at Marquette will remain in place – there are no planned retirements and the firm will remain under the leadership of President & CEO Brian Wrubel for the foreseeable future.

“Marquette has always been defined by our people, our client service and our independence. We have a talented group of investment professionals that are assuming more active leadership responsibilities and as an employee-owned firm, we are accountable to our clients and to each other and have worked since our founding in 1986 to grow the firm responsibly and with our clients’ interests at the forefront,” said Wrubel. “This restructuring acknowledges our commitment to Marquette’s next generation of leaders and is an important step for Marquette in continuing to broaden and diversify the firm’s ownership base.”

With the ambiguity that has become common within the investment consulting industry surrounding consolidation and outside capital, Marquette remains committed to independent ownership and transparency for its clients. The firm strongly believes that the talent, discipline, and care demonstrated by its managing partners will secure its position as one of the leading employee-owned investment consulting firms for years to come.

Contact:
Brian M. Wrubel, 312.527.5500
bwrubel@marquetteassociates.com

Print Update

Marquette’s Ongoing Commitment to Building a Diverse Team and Industry Leaders

With each passing year, we continue to see compelling and thoughtful empirical research that highlights the strong case for all companies to embrace a more diverse and inclusive workforce. Brian Wrubel, President & CEO, addresses Marquette Associates ongoing commitment to building a diverse team.

Read the full letter here.

Jeremy Zirin Speaking at NAREIM Capital Raising & Investor Relations Meeting 12/5

On Wednesday, December 5, Jeremy Zirin, CAIA will be speaking at the 2018 National Association of Real Estate Investment Manager’s (NAREIM) Capital Raising & Investor Relations Meeting in Chicago, Illinois.

As a senior research analyst in real estate, Jeremy will be participating in an interactive discussion regarding the challenges facing institutional investors as they deploy allocations and construct portfolios in the commercial real estate market. The discussion seeks to illustrate the panelists’ outlook for the real estate asset class and how each responds to the need to diversify investor bases.

For more information, please visit the event page.

Marquette Associates Announces Compliance with the Global Investment Performance Standards (GIPS®)

CHICAGO, August 27, 2018 – Marquette Associates, Inc. today announced the firm claims compliance with the Global Investment Performance Standards (GIPS®)¹and has been independently verified by ACA Performance Services for the period of July 31, 2013 to December 31, 2017.

“Our hope is that by undergoing this rigorous process, we will help to build additional trust between Marquette and our clients,” said Brian Wrubel, president and CEO of Marquette. “Transparency continues to play a key role in how clients choose the right consulting firm for their needs. We believe that claiming GIPS compliance helps us stay true to one of our core client service principles, that of placing client interests first through the complete independence of our expertise.”

The GIPS standards are a rigorous set of standardized, industry-wide investment performance measurement principles. Introduced in 1999, the GIPS standards have been adopted in 39 countries and are recognized worldwide for lending credibility, integrity and uniformity to a firm’s performance reporting and historical track record. The standards are designed to improve transparency in calculating and reporting investments results to current and prospective clients by eliminating data omissions, misrepresentations and survivorship bias.

About Marquette Associates, Inc.
Marquette Associates, Inc. is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused client service approach and careful research. Headquartered in Chicago, Marquette has additional offices in Baltimore, Philadelphia and St. Louis. Marquette has served a single mission since 1986: Enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 375 clients—from public funds, unions and corporations to endowments, foundations and other nonprofits—with over $176 billion in assets under advisement.

Marquette claims compliance with the Global Investment Performance Standards (GIPS®). For a copy of a presentation that complies with the GIPS standards and/or the firm’s list of composite descriptions, please email thamann@marquetteassociates.com.

For more information, please contact Brian M. Wrubel at 312.527.5500 or bwrubel@marquetteassociates.com.

¹GIPS® is a registered trademark of Chartered Financial Analyst (CFA) Institute, a global association of investment professionals. CFA Institute has not been involved in the preparation or review of this press release.

2018 Investment Symposium

Friday, September 28, 2018
8:00 AM – 2:00 PM

Marquette clients – Please join us for our 2018 Investment Symposium to discuss the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. In addition to our two keynotes, six flash talks will brief attendees on popular topics and encourage timely conversations with our investment consultants.

Agenda
8:00 AM
Registration Open/Breakfast

8:45 AM
Welcome and Opening Remarks
Brian Wrubel, President & CEO

9:00 AM
Opening Keynote

John V. Miller, CFA
Head of Nuveen Municipals at Nuveen Asset Management

10:00 AM
Break

10:15 AM
Flash Talks: Session 1

The Financial Crisis: A Decade Later
Nat Kellogg, CFA, Director of Manager Search, Managing Partner

Evolving Private Market Landscape: The Institutional Shift from Public to Private Markets
Derek Schmidt, CFA, CAIA, Senior Research Analyst, Private Equity

The Impact of Technological Innovation on the U.S. Equity Market and the Value Growth Continuum
Samantha Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities

11:00 AM
Break

11:15 AM
Flash Talks: Session 2

Getting “A” Share of the Chinese Market
David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities

Deciphering the Bond Markets: How Much Duration and Credit Risk Should I Take?
Ben Mohr, CFA, Senior Research Analyst, Fixed Income

Market Impact of Evolving U.S. Policies
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

12:00 PM
Keynote Luncheon

Richard H. Thaler
2017 Recipient of the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics

2:00 PM
Adjourn

Union League Club
65 W Jackson Blvd
Chicago, Illinois 60604
Tel: (312) 427-7800
Discounted guest rooms available through 8/28
Business casual attire required. More information about their dress code can be found here.

Richard H. Thaler to Deliver 2018 Investment Symposium Luncheon Keynote

Richard H. Thaler

Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the University of Chicago Booth School of Business

Richard H. Thaler is the 2017 recipient of the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics. Thaler studies behavioral economics and finance as well as the psychology of decision-making which lies in the gap between economics and psychology. He investigates the implications of relaxing the standard economic assumption that everyone in the economy is rational and selfish, instead entertaining the possibility that some of the agents in the economy are sometimes human. Thaler is the director of the Center for Decision Research, and is the co-director (with Robert Shiller) of the Behavioral Economics Project at the National Bureau of Economic Research.

Thaler is the co-author (with Cass R. Sunstein) of the global best seller Nudge (2008) in which the concepts of behavioral economics are used to tackle many of society’s major problems. In 2015 he published Misbehaving: The Making of Behavioral Economics. He has authored or edited four other books: Quasi-Rational Economics, The Winner’s Curse: Paradoxes and Anomalies of Economic Life, and Advances in Behavioral Finance (editor) Volumes I and II. He has published numerous articles in prominent journals such as the American Economics Review, the Journal of Finance and the Journal of Political Economy.

Thaler is a member of the American Academy of Arts and Sciences, a Fellow of the American Finance Association and the Econometrics Society, and in 2015 served as the President of the American Economic Association. Before joining the University of Chicago faculty in 1995 Thaler taught at the University of Rochester and Cornell as well as visiting stints at The University of British Columbia, the Sloan School of Management at MIT, the Russell Sage Foundation and the Center for Advanced Study in Behavioral Sciences at Stanford.

Originally from New Jersey, Thaler attended Case Western Reserve University where he received a bachelor’s degree in 1967. Soon after, he attended the University of Rochester where he received a master’s degree in 1970 and a PhD in 1974. He joined the Chicago Booth faculty in 1995.

John V. Miller, CFA to Deliver 2018 Investment Symposium Opening Keynote

John V. Miller, CFA

Head of Nuveen Municipals at Nuveen Asset Management

John leads the municipals fixed income strategic direction and investment perspectives for Nuveen. He also manages several municipal bond strategies and closed-end funds.

John is a trusted public voice in discussing key issues and trends within the municipal market. He is a frequent guest on CNBC, Bloomberg Television and Fox Business News. His perspective is often sought out by leading industry media such as The Wall Street Journal, Barron’s, Bloomberg News and Morningstar.

Before being named the co-head of fixed income in 2011, he was chief investment officer for the firm’s municipal bond team starting in 2007. He was named a managing director and head of portfolio management for Nuveen Asset Management in 2006. John became a portfolio manager in 2000 after starting at the firm as a municipal credit analyst in 1996. He began working in the financial industry at a private account management firm in 1993.

Richard H. Thaler

John V. Miller, CFA

Subscribe to Research Email Alerts

Research Email Alert Subscription

Thank You

We appreciate your interest in Marquette Associates.