Brett Christenson, CFA, CFP®

Brett Christenson is a managing director for Marquette Associates and serves on the firm’s executive committee. An owner of the firm, Brett has been with the company since 2000 and has 28 years of investment experience. He serves as the lead investment consultant on several of the firm’s relationships, with a focus on public fundTaft-Hartley, and healthcare clients. Brett leads Marquette’s operations committee.

Prior to joining Marquette, Brett worked for American Financial Resources, where he provided financial advisory services and quantitative research for clients.

Brett holds a B.A. in agricultural economics from the University of Wisconsin–Madison. He is a CFA® charterholder, a Certified Financial Planner™ practitioner, and a member of the CFA Society of Chicago. Brett serves as president of the board of directors at Second Sense.

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.

David H. Smith, CFA

Dave is a managing director at Marquette and leads the firm’s healthcare practice area.

David H. Smith is a managing director for Marquette Associates and serves on the firm’s executive committee. An owner of the firm, Dave has been with the company since 2009 and has 27 years of investment experience. He leads the healthcare practice area at Marquette and is a member of the nonprofit services group. Dave serves as the lead investment consultant on several key client relationships.

Prior to joining Marquette, Dave was a vice president of investor relations at Northern Trust Asset Management where he was responsible for servicing large institutional investors. He began his career at the Chicago Mercantile Exchange with a Eurodollar derivatives trading firm.

Dave holds a B.S. in business administration from the University of Richmond and an M.B.A. in finance from the University of Chicago’s Booth School of Business.

Dave is a CFA® charterholder and previously served on the board of directors of CFA Society Chicago. He is a member of the Economic Club of Chicago.

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®.

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.

Tom Latzke, CAIA

Tom Latzke is a managing partner for Marquette Associates and has 21 years of investment experience. An owner of the firm, he joined Marquette in 2015 and serves as the primary investment consultant on several client relationships as well as on numerous firm committees.

Prior to joining Marquette, Tom was the deputy city treasurer for the City of Chicago where he served as a trustee on behalf of the city treasurer for the City’s pension plans. He began his career at a boutique fixed income asset manager, where he oversaw client bond portfolios.

Tom holds a B.S. in business administration from Eastern Illinois University and an M.B.A. from Arizona State University’s W.P. Carey School of Business. He holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.

Greg Leonberger, FSA, EA, MAAA, FCA

Marquette’s Director of Research, Greg is a fully credentialed actuary and has over 20 years of investment experience.

Greg Leonberger is the director of research and a managing partner for Marquette Associates. An owner of the firm, Greg has been with the company since 2008 and has 25 years of investment experience. He leads the firm’s capital markets research and directs investment strategies and policies. He chairs the firm’s investment committee and also serves on the OCIO and defined contribution committees and the nonprofit services group. He has authored numerous papers on portfolio strategy, asset allocation, and liability driven investing, and regularly consults with clients on these topics.

Prior to joining Marquette, Greg was an actuarial consultant at Hewitt Associates for nine years where he consulted on all aspects of pension and postretirement welfare plans, including funding, accounting, strategy, design, and regulatory compliance.

Greg holds a B.S. in mathematics and economics from the University of Notre Dame and an M.B.A. with honors in analytic finance from the University of Chicago Booth School of Business. Greg is a Fellow of the Society of Actuaries, an enrolled actuary, a member of the American Academy of Actuaries, and a Fellow of the Conference of Consulting Actuaries.

Glenn E. Ross

Glenn E. Ross serves as a partner for Marquette Associates and has over 40 years of investment experience. He joined the company in 2013 through the merger with Archstone Portfolio Solutions, which he co-founded in 2006, and served as the primary investment consultant for several key client relationships before retiring from day-to-day responsibilities in 2023. Glenn remains a shareholder and resource to Marquette’s client service teams and committees.

Glenn is the co-author of How to Select Investment Managers & Evaluate Performance: A Guide for Pension Funds, Endowments, Foundations, and Trusts, Wiley & Sons, 2007. Prior to forming Archstone Portfolio Solutions, he served as a principal and investment consultant for Asset Strategy Consultants of Hunt Valley, Maryland. Previously, Glenn was the senior vice president of institutional investment services and a quantitative portfolio manager for Mercantile Bankshares. He also served as the director of quantitative services for Brown Investment Advisory & Trust Company. Glenn earned his B.S. in finance from Towson University and was the recipient of the College of Business and Economics Dean’s Recognition Award as part of the Alumni of the Year Awards in 1998. He also holds an M.B.A. in finance from Loyola University Maryland.

Glenn is a member of the Maryland chapter of the Healthcare Financial Management Association (HFMA). He formerly served the Towson University College of Business and Economics as a board member, a finance department advisory board member, and an adjunct professor of finance. He is the founder and former chair of the Spending Affordability Committee for Harford County, Maryland — where he retired as a member in 2022 — and is president emeritus of the Albert P. Close Foundation board of directors. Glenn is also a former trustee and past treasurer of the Harford Day School and a former board member of the Upper Chesapeake Health System Foundation. He is a member of the Society of Quantitative Analysts and an active volunteer at the Perry Point VA Medical Center in Cecil County, Maryland.

Stephanie Osten

Stephanie Osten is a principal for Marquette Associates and has 14 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.