Marquette Reorganizes Executive Team, Strengthens Support

March 06, 2015

CHICAGO, March 6, 2015 – Marquette Associates, Inc. today announced the reorganization of the firm’s executive team to maintain excellent client service support and steady growth, including the promotion of Karissa McDaniel to chief operating officer. McDaniel now reports directly to Brian Wrubel, president and chief executive officer of Marquette, who recently celebrated 25 years with the firm. The firm believes the combination of Wrubel’s depth of Marquette experience with a full-time chief operating officer to focus on client service execution creates the leadership foundation needed for the next phase of growth.

“Karissa’s leadership of operational efficiency initiatives has helped us make great strides toward our vision of being the industry leader in client service,” said Brian Wrubel, president and CEO of Marquette. “Her new role will help me and the rest of the organization make sure clients continue to come first as we grow.”

Former COO Brett Christensen has shifted to providing operational oversight as a member of the firm’s executive committee, while focusing on client service as a senior investment consultant.

McDaniel is responsible for all firm operations, including investment consulting and client service, research, marketing, finance, IT, HR and other support functions. She leads the oversight of operational efficiency initiatives across the firm to meet client service objectives. McDaniel has more than 15 years of experience in management and consulting in a variety of industries, including financial services and professional services. Her operations background includes compliance, finance and accounting, marketing, IT, and human resources. McDaniel joined the firm in March 2013 as the firm’s chief administrative officer, a position that has now been eliminated in the new leadership structure.

The Marquette support team has also been strengthened recently to help ensure the effectiveness of the new leadership structure, including the addition of a director of finance and accounting and HR manager reporting to McDaniel. Additional client analysts will help support investment consultants and maintain client service levels.

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 260 clients with over $117 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 bwrubel@marquetteassociates.com.

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