Updates

Evan Frazier Speaking at 2025 Southeast Institutional Forum 9/9
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Matt Nowak Speaking at 2025 11th Annual GAPPT Trustee School 9/16
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08.25.2025

The Impact of Artificial Intelligence on Markets

Over the last several decades, artificial intelligence (“AI”) has evolved from a theoretical concept into a transformative force across a…

08.19.2025

Alternatives in Defined Contribution Plans

On August 7, 2025, President Trump signed an executive order to expand alternative investment access in defined contribution retirement plans…

08.06.2025

Treasury Market Creates a Balancing Act

Despite the U.S. economy’s impressive growth in recent decades, the federal government currently faces elevated borrowing costs to fund its…

Independent Expertise

Completely independent investment expertise enables Marquette to place client interests at the center of everything we do. With 100% employee ownership and over 35 years of experience, 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.

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Featured Experts

Brian Wrubel | Chief Executive Officer

Marquette's CEO, Brian has been with the firm for over 35 years and serves as the chairman of the firm's board of directors and executive committee.

Linsey Schoemehl Payne | Partner, Chief Compliance Officer

Marquette's CCO, Linsey serves on the firm's board of directors and co-leads the Sustainable Investing Group.

Miguel Zarate | Partner

Miguel leads the firm's Taft-Hartley practice area and serves on the firm’s executive committee.

James R. Wesner, CFA | Partner

Jamie is a managing director for Marquette and has over 25 years of investment experience.

Kweku Obed, CFA, CAIA | Partner

Kweku chairs the firm’s defined contribution services committee and serves on Marquette's board of directors.

Tom Salemy, CFA, CAIA | Partner

Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.

Dave Smith, CFA | Partner

Dave is a managing director at Marquette and leads the firm's healthcare practice area.

Aimee O’Connor, CFP® | Partner

Aimee is a managing partner at Marquette with over 20 years of investment experience.

Tim Burdick, CFA | Partner

Tim is a managing director for Marquette and serves on the firm’s board of directors.

Greg Leonberger, FSA, EA, MAAA, FCA | Partner, Director of Research

Marquette's Director of Research, Greg is a fully credentialed actuary and has over 25 years of investment experience.

415+

Clients1

99%

Client retention rate2

100%

Employee-owned3

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1Data as of June 30, 2025. 2The client retention rate is calculated as the average annual retention rate over the last 10 years. 3By current and former employees.

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