Linsey Schoemehl Payne

Marquette’s CCO, Linsey serves on the firm’s board of directors and co-leads the Sustainable Investing Group.

Linsey Schoemehl Payne is a managing partner and the chief compliance officer for Marquette Associates and serves on the firm’s board of directors. An owner of the firm, Linsey has been with the company since 2016 and has 16 years of investment experience. She serves as the primary consultant on several client relationships. Linsey is a co-lead of the firm’s sustainable investing group and nonprofit services group and is a member of the OCIO committee and traditional investment manager search committee.

Prior to joining Marquette, Linsey served as general counsel and chief compliance officer to the Illinois State Board of Investment and was responsible for negotiating and providing legal review for investment advisory and consulting contracts and overseeing the portfolio’s corporate governance and compliance programs.

Linsey holds a B.A. in political science from the University of Missouri-Columbia, a J.D. from the DePaul University College of Law, and an M.B.A. with honors from the University of Chicago Booth School of Business. She is a member of the bar of the State of Illinois.

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.

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, as trustee for the investment board of the Benedictine Sisters of the Sacred Heart, and is a member of Women Investment Professionals, Chicago.

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.

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.