CHICAGO, January 11, 2017 – Marquette Associates, Inc. today announced the election of two new managing partners, as well as the reorganization of the firm’s research department, in a continuing effort to maintain superior client service and steady growth. Investment consultants Kweku Obed and Tom Salemy have been added to the ranks of firm equity owners.
“As in past years, a number of changes have been made to ensure we’re well positioned to exceed client needs as we grow,” said Brian Wrubel, president of Marquette. “Expanding equity ownership to include Kweku and Tom continues the Marquette tradition of showing long-term commitment to our investment professionals and client relationships. They have both applied their considerable industry expertise to help us realize our vision of industry-leading client service.”
Kweku Obed has more than 16 years of investment experience and is a frequent speaker at industry conferences. He is chair of the firm’s defined contribution services group and sits on the investment committee. Kweku joined the firm in 2014 from Mercer Investment Consulting, where he served as a principal and senior investment consultant in their Chicago office. Prior to Mercer, Kweku worked at Merrill Lynch Investment Managers (now part of BlackRock) as an assistant vice president in their tax-exempt fixed income research group.
Tom Salemy serves as an investment consultant on several of the firm’s relationships. He is a member of the firm’s investment committee and traditional investment manager search committee. Tom joined the firm in 2011 from First Trust Portfolios. He began his career as a structured products analyst at State Street Global Markets.
Marquette also announced the reorganization of the firm’s research team and investment committees, including the promotion of Nat Kellogg to director of manager search. In an expansion of this role, he will also lead the day-to-day management of the research team. Nat now chairs the traditional and alternative manager search committees, in addition to existing duties as a member of the investment committee chaired by research director Greg Leonberger. Kelli Schrade has resigned to pursue a new opportunity.
“After reevaluating research operations over the past several months, we decided to commit additional resources and make organizational changes such as Nat’s expanded role to be even more responsive to consultant and client needs,” said Brian Wrubel. “We thank Kelli for her 11 years of service to Marquette’s manager search effort, and wish her all the best in her new endeavor.”
Nat Kellogg is an equity owner of the firm. He was elected managing partner and promoted to director of alternatives early last year. The firm now has 19 equity partners.
About Marquette Associates
Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused three-point approach and careful research. Marquette has served a single mission since 1986 – enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 300 clients with over $133 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits.
For more information, please contact Brian M. Wrubel at 312.527.5500 or firstname.lastname@example.org.
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