01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
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).
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
02.12.2025
Published February 11, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…
03.03.2025
On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…
02.14.2025
On April 9–10, Greg Leonberger, FSA, EA, MAAA, FCA, Jessica Noviskis, CFA,
01.31.2025
On Wednesday, April 26, Greg Leonberger, FSA, EA, MAAA, FCA and Frank Valle, CFA, CAIA will…
12.16.2024
On Wednesday, February 12, Kweku Obed, CFA, CAIA will be speaking at CFA Society Chicago’s Distinguished Speaker Series…
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