Kweku chairs the firm’s defined contribution services committee and serves on Marquette’s board of directors.
Kweku Obed is a partner at Marquette Associates and serves on the firm’s board of directors. An owner of the firm, Kweku has been with the company since 2014 and has 26 years of investment experience. Kweku chairs the firm’s defined contribution services committee and serves as the primary consultant on several client relationships.
Kweku joined the firm from Mercer Investment Consulting, where he served as a principal and senior investment consultant in their Chicago office. His responsibilities included working with defined benefit and defined contribution clients on asset allocation, performance measurement and analysis, investment manager search, and investment policy development. Prior to Mercer, Kweku worked at Merrill Lynch Investment Managers (now part of BlackRock) as an assistant vice president in their tax-exempt fixed income research group.
Kweku holds a B.S. with honors in economics from Queen Mary College, University of London, and an M.S. in development economics from SOAS, University of London. He is a recipient of the Bernard Corry Prize in Economics. Kweku is a CFA® charterholder and a member and former director of CFA Society Chicago. He also holds the Chartered Alternative Investment Analyst designation and contributed to the official CAIA textbook, CAIA Level I: An Introduction to Core Topics in Alternative Investments, Second Edition. He is the author of The Stranded Fish: Decision-Making Through the Lens of a Fiduciary, as well as the children’s books Talking About the ABCs of Financial Literacy and Talking About the ABCs of Financial Responsibility. He has contributed two chapters on asset allocation and defined contribution plans to the IFEBP’s Trustee Handbook and he is a frequent speaker at industry conferences.
Kweku is a member of the Pension Benefit Guaranty Corporation Advisory Committee as appointed by the President of the United States. He currently serves on the board of the National Association of Securities Professionals (NASP) and the board of directors for Working in the Schools (“WITS”). He is a member of the Economic Club of Chicago.
Aimee is a managing partner at Marquette with over 20 years of investment experience.
Aimee O’Connor is a partner at Marquette Associates and has 21 years of investment experience. An owner of the firm, Aimee has been with the company since 2019 and serves as the primary consultant on several religious, endowment, high net worth, and family office client relationships. She serves as co-chair of the firm’s private client consulting committee and is a member of the firm’s sustainable investing group and nonprofit services group.
Prior to joining Marquette, Aimee was 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 a nationally-recognized investment consulting firm.
Aimee holds a B.A. in management with a minor in mathematics from Loras College. She is a CFP® practitioner and a member of Northwestern University’s CERTIFIED FINANCIAL PLANNER® Certification Education Program faculty and CFP® Advisory Board. Aimee serves as trustee for the investment board of the Benedictine Sisters of the Sacred Heart and is a member of Women Investment Professionals, Chicago.
Doug Oest is a partner at 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 23 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 is a partner at Marquette Associates. An owner of the firm, Mike has been with the company since 2005 and has 21 years of investment experience. He serves as the primary investment consultant on several of the firm’s client relationships, with a focus on non-profit organizations including health systems, foundations, and endowments. Mike is a co-lead of the firm’s nonprofit services group and a member of the operations committee and OCIO committee.
Prior to joining Marquette, Mike was a financial advisor at Morgan Stanley. He holds a B.A. from Indiana University. Mike holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.
Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.
Tom Salemy is a partner at 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®.
Dave is a managing director at Marquette and leads the firm’s healthcare practice area.
Dave Smith is a partner at 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 28 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.
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.
Miguel leads the firm’s Taft-Hartley practice area and serves on the firm’s executive committee.
Miguel Zarate is a partner at Marquette Associates and serves on the firm’s executive committee. An owner of the firm, Miguel has been with the company since 2011 and has 24 years of investment experience. Miguel leads the firm’s Taft-Hartley practice area and serves as the primary investment consultant on several of the firm’s relationships.
Miguel joined the firm from Marco Consulting Group, where he served as a senior vice president and senior consultant. At Marco, he was also a member of their management and research committees. Prior to Marco, Miguel worked for a management consulting firm.
He holds a B.A. in economics and business from Cornell College and an M.B.A. in finance from Loyola University Chicago’s Quinlan School of Business.
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.
