Matt Nowak, AIF®

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 11 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).

Jack Sannes, CFA, CAIA

Jack Sannes is a vice president for Marquette Associates and has eight years of investment experience. He joined Marquette in 2018 and serves as the investment consultant on several client relationships. Jack is a member of the nonprofit services group. Prior to becoming a consultant, Jack was a senior client analyst at Marquette.

Jack holds a B.B.A. in finance and minor in psychology from the University of Iowa. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago and holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.

Jacob Schwister, CFA

Jacob Schwister is a vice president for Marquette Associates and has eight years of investment experience. He joined the firm in 2018 and serves as the investment consultant on several client relationships. Prior to becoming a consultant, Jacob was a senior client analyst at Marquette.

Jacob was an Evans Scholar at Marquette University, where he graduated with a B.S.B.A. in finance from the applied investment management program. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago. Jacob serves on the board of directors and the investment committee for the Creutzfeldt-Jakob Disease (CJD) Foundation.

Luis Sierra, CFA

Luis Sierra is a vice president for Marquette Associates with 15 years of investment experience and works from our Baltimore office. He joined the firm in 2017 and is a member of the diversity, equity, and inclusion committee 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.

Mike Spychalski, CAIA

Mike Spychalski is a vice president for Marquette Associates and has 23 years of investment experience. He joined Marquette in 2006 and serves as the primary investment consultant on several client relationships. He is a member of the firm’s traditional investment manager search committee.

Prior to joining the Marquette, Mike was a portfolio administrator in the Private Client Services division of Bear Stearns. He holds a B.S. in economics from DePaul University. In addition, Mike holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.