Linsey Schoemehl Payne

Marquette’s CCO, Linsey serves on the firm’s board of directors and co-leads the Sustainable Investing Group.

Linsey Schoemehl Payne is a managing partner and the chief compliance officer for Marquette Associates and serves on the firm’s board of directors. An owner of the firm, Linsey has been with the company since 2016 and has 16 years of investment experience. She serves as the primary consultant on several client relationships. Linsey is a co-lead of the firm’s sustainable investing group and nonprofit services group and is a member of the OCIO committee and traditional investment manager search committee.

Prior to joining Marquette, Linsey served as general counsel and chief compliance officer to the Illinois State Board of Investment and was responsible for negotiating and providing legal review for investment advisory and consulting contracts and overseeing the portfolio’s corporate governance and compliance programs.

Linsey holds a B.A. in political science from the University of Missouri-Columbia, a J.D. from the DePaul University College of Law, and an M.B.A. with honors from the University of Chicago Booth School of Business. She is a member of the bar of the State of Illinois.

Tim Burdick, CFA

Tim is a managing director for Marquette and serves on the firm’s board of directors.

Tim Burdick is a managing director for Marquette Associates and serves on the firm’s board of directors, OCIO committee, and sustainable investing group. An owner of the firm, Tim has been with the company since 2000 and has 34 years of investment experience. Tim is the lead investment consultant on several client relationships.

Prior to joining Marquette in 2000, Tim spent ten years at the Northern Trust Company, where he divided his time between investment consulting and client servicing responsibilities.

Tim holds a B.S., summa cum laude, in finance from Northern Illinois University and an M.M. from Northwestern University’s Kellogg Graduate School of Business. He is a CFA® charterholder and a member of the CFA Society of Chicago and the CFA Society of Nashville.

Tom Salemy, CFA, CAIA

Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.

Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships. An owner of the firm, Tom has been with the company since 2011. He is a member of the firm’s wealth advisement committee, defined contribution services committee, and nonprofit services group.

Prior to joining Marquette, Tom worked at both Eaton Vance Management and First Trust Portfolios. He began his career as a structured products analyst at State Street Global Markets.

Tom holds a B.A. in economics from Colby College. He is a CFA® charterholder and member of the CFA® Society of Chicago and also holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®. Tom is a member of the Guild Board of Boys & Girls Clubs of Chicago and the Board of the Boys & Girls Clubs of Tampa Bay.

James R. Wesner, CFA

James is a managing director for Marquette and has over 20 years of investment experience.

James R. Wesner is a managing director for Marquette Associates. An owner of the firm, Jamie has been with the company since 2007 and has 24 years of investment experience. He is a member of the firm’s diversity, equity, and inclusion committee, OCIO committee, and nonprofit services group. Jamie serves as the primary investment consultant on several client relationships.

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.

Lee H. Martin, Ph.D.

Lee H. Martin is a managing director for Marquette Associates with over 20 years of investment experience and serves on the firm’s board of directors. An owner of the firm, Lee joined the company in 2017 through the merger of Peirce Park Group, where he started working in 2000. He serves as the primary investment consultant on several of the firm’s relationships, with a focus on Taft-Hartley and public funds. Lee is a member of the OCIO committee and works from our Philadelphia office.

Lee’s background in science and engineering provides him a unique perspective and approach to his work with the firm’s investment committee and in his work helping design portfolios to meet client needs. He earned a B.S. in applied chemistry at Swansea University and was awarded his Ph.D. in applied polymer engineering from Loughborough University in the United Kingdom. Lee authored 10 patent applications, which were granted. He is a member of the International Foundation of Employee Benefit Plans (IFEBP) and serves as president of West Chester United and Penn Fusion Soccer Academy.

Doug Oest, CAIA

Doug Oest is a managing partner for Marquette Associates and serves on the firm’s executive committee. An owner of the firm, Doug has been with the company since 2003 and has 22 years of investment experience. He leads the corporate practice area at Marquette and serves as the primary investment consultant on several client relationships. Doug is a member of the firm’s operations committee, IT committee, and nonprofit services group.

Doug earned a B.B.A. in management and finance from the University of Iowa, Iowa City. He holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.

Mike Piotrowski, CAIA

Mike Piotrowski is a managing partner for Marquette Associates. An owner of the firm, Mike has been with the company since 2005 and has 20 years of investment experience. He serves as the primary investment consultant on several of the firm’s client relationships, with a focus on Taft-Hartley plans, public pension funds, and non-profit organizations. Mike is a co-lead of the firm’s nonprofit services group and a member of the OCIO committee and sustainable investing group.

Prior to joining Marquette, Mike was a financial advisor at Morgan Stanley. He holds a B.A. from Indiana University, Bloomington. Mike holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.

Christopher Caparelli, CFA

Chris Caparelli is a managing partner for Marquette Associates. An owner of the firm, Chris has been with the company since 2009 and has 16 years of investment experience. He serves as the primary consultant on several client relationships, with a focus on public funds, Taft-Hartley plans, and nonprofit organizations. Chris is a member of the firm’s nonprofit services group.

Prior to joining Marquette, Chris was an analyst in the fund marketing group of Henderson Global Investors.

Chris was an Evans Scholar at Marquette University, where he graduated with a B.S. in finance from the applied investment management program. He holds an M.B.A. from Northwestern University’s Kellogg School of Management. Chris is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago.

Patrick W. Wing, CFA, CIPM

Patrick Wing is a managing partner at Marquette and works from our Philadelphia office. An owner of the firm, Pat joined the company in 2017 through the merger of Peirce Park Group, where he started working in 2013. He has 20 years of investment experience and serves as the primary investment consultant on several client relationships. Pat is a member of the firm’s OCIO committee and also provides quantitative, analytical, and research support to the consulting staff.

Prior to joining Peirce Park Group, he spent nine years at Cambridge Associates in the firm’s Arlington, Virginia office. While there, he was a member of the firm’s Investment Strategy Research Group. His role included developing investment ideas and research topics for firmwide asset allocation decisions and client advice.

Patrick holds a B.A. in economics from the College of the Holy Cross. He is a CFA® charterholder and has also earned the Certificate in Investment Performance Measurement.

Lauren Cellucci, CIMA®

Lauren Cellucci is a managing partner for Marquette Associates and works from our Baltimore and Philadelphia offices. An owner of the firm, Lauren has been with the company since 2016 and has 21 years of investment experience. She serves as the primary consultant on several client relationships and is a member of the firm’s diversity, equity, and inclusion committee, engagement committee, and nonprofit services group.

Prior to joining Marquette, Lauren was a vice president and director for BB&T Institutional Investment Advisers. Her responsibilities included working with foundation and endowment, defined benefit, and defined contribution clients on investment policy, asset allocation, and manager selection. Previously, Lauren served as an investment advisor with Wilmington Trust in their high net-worth division.

Lauren holds both a B.S. and M.B.A. in finance from the University of Delaware. She is a Certified Investment Management Analyst (CIMA®) certificant and a member of the Investments and Wealth Institute. Lauren is also a member of the CFA Institute and the Washington D.C. and Philadelphia chapters of the CFA Society and serves on the board of trustees and as chairwoman for the investment committee at Notre Dame of Maryland University. In 2020, Lauren was nominated for the Defined Contribution Institutional Investment Association (DCIIA) Diversity & Inclusion Rising Star Award.