11.16.2022
President Biden Appoints Kweku Obed to the Pension Benefit Guaranty Corporation Advisory Committee
Marquette Managing Director Kweku Obed, CFA, CAIA has been appointed by President Joseph R. Biden, Jr. to the…
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).
11.16.2022
Marquette Managing Director Kweku Obed, CFA, CAIA has been appointed by President Joseph R. Biden, Jr. to the…
08.11.2022
Launching September 1st, CFA Institute has announced the creation of the GIPS Standards for OCIOs Working Group to provide input…
11.28.2022
On Monday, December 12th, James R. Wesner, CFA will be speaking at ALTSMIA, an education-focused alternative investment…
08.25.2022
On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes…
07.26.2022
On Thursday, August 11th, Evan Frazier, CFA, CAIA will be speaking at Markets Group’s Private Wealth Midwest Forum…
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