Marquette Associates Ownership Update

February 08, 2019

CHICAGO, IL, February 8, 2019 – Marquette Associates, Inc. today announced an update to the firm’s succession plan in a continuing effort to strengthen the firm’s stability and ongoing growth. The three largest shareholders will sell 30% of their ownership to the existing shareholder base. The current leadership at Marquette will remain in place – there are no planned retirements and the firm will remain under the leadership of President & CEO Brian Wrubel for the foreseeable future.

“Marquette has always been defined by our people, our client service and our independence. We have a talented group of investment professionals that are assuming more active leadership responsibilities and as an employee-owned firm, we are accountable to our clients and to each other and have worked since our founding in 1986 to grow the firm responsibly and with our clients’ interests at the forefront,” said Wrubel. “This restructuring acknowledges our commitment to Marquette’s next generation of leaders and is an important step for Marquette in continuing to broaden and diversify the firm’s ownership base.”

With the ambiguity that has become common within the investment consulting industry surrounding consolidation and outside capital, Marquette remains committed to independent ownership and transparency for its clients. The firm strongly believes that the talent, discipline, and care demonstrated by its managing partners will secure its position as one of the leading employee-owned investment consulting firms for years to come.

About Marquette Associates
Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused client service 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 385 clients with over $182 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits. For more information, please visit www.marquetteassociates.com.

Contact:
Brian M. Wrubel, 312.527.5500
bwrubel@marquetteassociates.com

Print Update

Related Content

03.27.2024

Kris Katarski Speaking at DFW Institutional Investment FORUM 4/16

On Tuesday, April 16, Kris Katarski will be speaking at a roundtable hosted by the DFW Institutional…

04.03.2024

Luis Sierra Speaking at College Savings Plan Network 2024 Virtual Prepaid Tuition Plan Mini Conference 4/10

On Wednesday, April 10, Luis Sierra, CFA will be speaking at the 2024 College Savings Plan Network Prepaid…

02.23.2024

Luis Sierra Speaking at Carmo Companies Private Markets Credit Meeting 3/7

On Thursday, March 7, Luis Sierra, CFA will be speaking at the Private Markets Credit Meeting, hosted by…

12.18.2023

Amy Miller Speaking at CFA Society Columbus Event 2/20

On Tuesday, February 20, Amy Miller will be speaking at a dinner event hosted by CFA Society Columbus:…

01.19.2024

David H. Smith Speaking at Georgetown University Center for Retirement Initiatives Conference 1/31

On January 31, David H. Smith, CFA will be speaking at the Georgetown University Center for Retirement Initiatives (CRI) Annual…

11.09.2023

Marquette Manager Due Diligence Featured on Nonprofit News

Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >