11.29.2023
Nat Kellogg Speaking at eVestment Institutional Trends Quarterly Webcast 12/5
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered Investment Advisor (RIA) service offerings in the investment consulting industry.
In the article, Consultants’ Latest Target? RIAs in Need of Investment Help, Aimee commented on the area as being a competitive market and added that, “The more consultants try to swim in the private client, high-net-worth area, the easier it is to leverage what they already have internally. It’s a natural extension.” Marquette began servicing RIA clients in 2017; for more information, please reach out to Aimee or by using our contact page.
To read the article, visit the Fund Fire website (subscription required).
11.29.2023
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
11.09.2023
Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “
06.05.2023
Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live!…
07.31.2023
Announced July 31, Glenn E. Ross was named to The Daily Record’s 2023 Banking and Financial Services Power…
10.13.2023
On Thursday, October 19, Evan Frazier, CFA, CAIA will be joining a webinar hosted by Essentia Analytics…
09.29.2023
On Thursday, October 5, Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at Institutional Investor’s 2023 Roundtable…
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