Jamie is a managing director for Marquette and has over 25 years of investment experience.
James R. Wesner is a partner at Marquette Associates. An owner of the firm, Jamie has been with the company since 2007 and has 25 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.
Patrick Wing is a 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 21 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 operations committee. He 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.
Eric Gaylord is a principal at Marquette Associates and has 18 years of investment experience. He joined Marquette in 2007 and serves as the primary investment consultant on several client relationships. Eric is a member of the firm’s nonprofit services group and defined contribution services committee.
Eric holds a B.S. in finance from Indiana University, Bloomington. He is a CFA® charterholder and a member of the CFA Society of Chicago.
Stephanie Osten is a principal at Marquette Associates and has 16 years of investment experience. She joined Marquette in 2014 and serves as the primary investment consultant on several client relationships. Stephanie is a member of the firm’s defined contribution services committee and nonprofit services group.
Prior to joining Marquette, Stephanie was an investment management analyst for BMO Private Bank.
Stephanie holds a B.A. in political economy from Georgetown University and an M.B.A. from the University of Chicago Booth School of Business. Stephanie is an associate board member of Easter Seals of Metropolitan Chicago and a member of Women Investment Professionals, Chicago.
William Torre, Jr. is a principal at Marquette Associates and has 15 years of investment experience. He joined the firm in 2017 and serves as the investment consultant on several client relationships.
Prior to joining Marquette, Billy worked as a senior analyst at Wilshire Associates assisting consultants with asset allocation/asset liability studies, investment manager due diligence, client reporting, and presentations. Previously, he worked at BNY Mellon as a trading specialist.
Billy holds a B.S. in finance from Duquesne University and an M.B.A. from the University of Pittsburgh Katz School of Business. Billy is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago. He also holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.
Sarah E.R. Wilson is a senior vice president with 32 years of investment experience and works from Marquette’s Pennsylvania office. Sarah joined the company in 2017 through the merger of Peirce Park Group, where she started working in 2010. She serves as the primary investment consultant on several client relationships, with a focus on municipal and public funds, union, and private clients. She has in-depth knowledge of municipal clients and has worked with numerous municipal pension funds throughout western Pennsylvania for over 20 years.
Prior to joining Peirce Park Group, Sarah was executive vice president & chief compliance officer and an investment committee member for a western Pennsylvania investment management firm, where she was in charge of compliance and oversaw all aspects of investment trading, asset allocation, and portfolio construction. During her tenure, she was the lead on several municipal clients. Previously, she served as first vice president for a Pittsburgh-based investment firm serving municipalities, public, and Taft-Hartley accounts for 10 years. She started her career at Merrill Lynch.
Sarah holds a B.S. in business from the London School of Business. She works with several local charitable organizations and served as Treasurer for Word of God School. She is currently the Chair of Finance for the Ligonier Historical Society and serves on the Edgewood Borough’s Police and Non-Uniform Pension Committee. Sarah has presented at various industry conferences including those hosted by the Allegheny League of Municipalities, Pennsylvania State Association of Country Controllers, and County Treasurers’ Association of the Commonwealth of Pennsylvania.
Matt Nowak is the associate director of defined contribution for Marquette Associates and co-leads the defined contribution services team.
Matt Nowak is the associate director of defined contribution for Marquette Associates and has 10 years of investment experience. He joined the firm in 2021 and actively supports the DC practice working with a variety of client relationships. Matt is a co-leader of the defined contribution services team, collaborating with consultants and clients to provide guidance on fiduciary best practices, investment research including target date funds and retirement income, plan design, recordkeeper evaluation, and participant engagement, among other topics. He is a member of the firm’s defined contribution committee and traditional investment manager search committee.
Prior to joining Marquette, Matt was a regional internal consultant at Nationwide Financial, where he partnered with financial advisors to provide retirement plan solutions for plan sponsors and participants.
Matt holds a B.B.A. with a certificate in international business from Ohio University. He holds the Accredited Investment Fiduciary (AIF®) designation. Additionally, he serves on the Investment Committee for the Plan Sponsor Council of America (PSCA) and is a member of the Institutional Consultant Advisory Council for the Defined Contribution Institutional Investment Association (DCIIA).
Luis Sierra is a vice president with 14 years of investment experience and works from Marquette’s Baltimore office. He joined the firm in 2017 and is a member of the diversity, equity, and inclusion committee, sustainable investing group, and nonprofit services group. Luis serves as the investment consultant on several client relationships with a focus on public funds and nonprofit clients.
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 an M.B.A. in international business and an M.S. in finance from Temple University’s Fox School of Business. Luis is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Baltimore. He serves as treasurer and board member of JANE (Jewels Advancing, Nurturing, and Empowering), Inc.
Jessica is Marquette’s OCIO committee chair and collaborates with consultants and the research team to determine portfolio strategy for the firm’s OCIO clients.
Jessica Noviskis is the OCIO portfolio strategist for Marquette Associates. She joined Marquette in 2020 and has 17 years of investment experience. Jessica works alongside consultants and collaborates with the research team to determine asset allocation, manager selection, and other portfolio strategy for the firm’s OCIO clients. She leads the regular review of client portfolios, asset class structure, and portfolio positioning and works with the OCIO operations team on onboarding, audits, and other portfolio maintenance. Jessica chairs the firm’s OCIO committee and is a member of the traditional and alternative investment manager search committees and investment committee.
Previously, Jessica was the director of alternatives and a senior research analyst at Marquette. Prior to joining Marquette, Jessica spent 12 years in investment management, as a senior analyst at 1060 Capital Management, a vice president at Brookfield Investment Management, and an equity analyst at Artisan Partners.
Jessica holds a B.B.A. in finance, investment and banking from the University of Wisconsin-Madison and an M.S.M. in finance analysis from the University of Wisconsin-Milwaukee Lubar School of Business. She is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago. Jessica is a member of Chicago Finance Exchange.
