Updates

Marquette Views on Memory and Storage Company Outperformance Featured on Bloomberg
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Marquette Speaking at KORIED 2026 Plan Sponsor Educational Institute 1/20–23
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Jack Sannes Speaking at CFNEIA Professional Advisor Education Series 1/28
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01.07.2026

2026 Market Preview Webinar

Please join Marquette’s research team for our 2026 Market Preview Webinar analyzing 2025 across the economy and various asset classes…

12.10.2025

Small Caps: Unprofitables Lead, Active Managers Lag, But Can it Last?

At the start of 2025, very few could have predicted the wild ride that awaited equity markets. After a volatile…

10.22.2025

3Q 2025 Market Insights

This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…

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 partner at 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 partner at Marquette Associates and serves as the primary investment consultant on several client relationships.

Dave Smith, CFA | Partner

Dave is a partner 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 partner at 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.

425+

Clients1

99%

Client retention rate2

100%

Employee-owned3

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1Data as of September 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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