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.

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.

Eric Gaylord, CFA

Eric Gaylord is a principal for Marquette Associates and has 17 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 defined contribution services committee, nonprofit services group, and alternative investment manager search 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.

Sarah E.R. Wilson

Sarah E.R. Wilson is a senior vice president with 31 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 23 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.

Mike Spychalski, CAIA

Mike Spychalski is a vice president for Marquette Associates and has 21 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 Marquette, Mike was a portfolio administrator in the Private Client Services division of Bear Stearns.

Mike holds a B.S. in economics from DePaul University. He holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.

William Torre, Jr., CFA, CAIA

William Torre, Jr. is a vice president for Marquette Associates and has 14 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®.

Jesus Jimenez

Jesus Jimenez is a vice president for Marquette Associates and has 12 years of investment experience. He joined the firm in 2012 and serves as the investment consultant on several client relationships. Jesus is a member of the firm’s defined contribution services committee, traditional investment manager search committee, and engagement committee.

Jesus holds a B.S in economics from DePaul University and an M.B.A with distinction in finance and applied economics from DePaul University’s Kellstadt Graduate School of Business. He is a member of the auxiliary board for the National Museum of Mexican Art and a board member of the financial advisory committee for the Sisters of St. Francis in Clinton, Iowa.