Brian Goding

Brian Goding is a managing partner for Marquette Associates and has 37 years of investment experience. An owner of the firm, Brian joined the company in 2013 through the merger with Fiduciary Consultants, Inc., which he joined when it was founded in 1988.  He serves as the primary investment consultant on several client relationships.

Prior to joining Fiduciary Consultants, Brian was in the consulting services division of a major international investment firm, where he worked closely with the trustees of institutional investors such as public employee and jointly trusteed Taft-Hartley funds. He is a frequent speaker at industry conferences and to professional organizations, presenting on the fundamentals of investment management and fiduciary responsibilities.

Brian earned a B.S. in business administration from the University of Missouri, Columbia. He is a member of the Missouri Association of Public Employee Retirement Systems and the International Foundation of Employee Benefit Plans.

Tim Hamann

Tim Hamann is a managing partner for Marquette Associates and serves on the firm’s board of directors. An owner of the firm, he has been with the company since 2003 and has 32 years of investment experience. He serves as the primary investment consultant on several client relationships, with a focus on Taft-Hartley funds.

Prior to joining Marquette, Tim spent eight years at the Northern Trust Company, where he divided his time between institutional portfolio management (index funds, structured equity products, and cash overlay services) and client servicing responsibilities with ERISA plans. Tim began his career at Firstar Bank in Madison, Wisconsin.

Tim holds a B.S. in economics from the University of Wisconsin–Madison.

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 a member of the CFA Institute 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.

Aimee O’Connor, CFP®

Aimee is a managing partner at Marquette with over 20 years of investment experience.

Aimee O’Connor is a managing partner for Marquette Associates and has 20 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 CFP® Advisory Board. Aimee is a member of the faculty of Northwestern University’s CERTIFIED FINANCIAL PLANNER™ Certification Education Program, educating students on Trusts and Estate Planning. Aimee serves on the Chairman’s Advisory Council at Big Shoulders Fund, is trustee for the investment board of the Benedictine Sisters of the Sacred Heart, and is a member of Women Investment Professionals, Chicago.

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®.

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.