CHICAGO, IL, February 6, 2023 — Marquette Associates, Inc. is proud to announce the election of a new partner as of January 1, 2023: Neil Capps. Following the addition of Lauren Cellucci and Aimee O’Connor in 2022, and Patrick Wing, Christopher Caparelli, and Linsey Schoemehl Payne in 2021, the firm now has 25 shareholders.
“Neil has worked at Marquette for fifteen years and demonstrated everything we look for in a partner: integrity, hard work, a team player, and a commitment to client service,” said Brian Wrubel, Marquette’s CEO. “Adding Neil as a shareholder expands our ownership base and furthers our commitment to remaining an independent, employee-owned firm.”
Marquette remains committed to independent ownership and providing conflict-free advice to its clients. Especially as the investment consulting industry continues to experience consolidation and an influx of outside capital into previously independent advisers, an employee ownership model enables Marquette to attract and retain top-tier talent in the industry, with Neil’s addition to the partnership further evidence of that.
Neil S. Capps, CAIA, FDP serves as co-lead of Marquette’s client analyst team and has worked at Marquette since 2008. He has 19 years of investment experience and holds a B.S. in business administration with a minor in Japanese from the University of North Carolina at Chapel Hill. Neil earned the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®, the Financial Data Professional designation and is a member of the FDP Institute®, and the Certificate in Blockchain and Digital Assets℠ issued by the Digital Assets Council of Financial Professionals and is a member of the DACFP.
About Marquette Associates
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request and on our website.
Contact:
Brian Wrubel, CEO
Melissa Gyurcsik, Director of Marketing
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