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Text Content
Marquette Associates Menu ☰ Close ✕ * Login * Reporting Login * Research Login * Manager Login * * * People * Expertise * Corporate * Endowments & Foundations * Healthcare * Private Clients * Public Funds * Religious * Sustainable Investing * Taft-Hartley * Services * Investment Consulting * Defined Contribution Consulting * Outsourced CIO * Private Client Consulting * Research * About * Careers * Contact * Search Close Q1 2022 MARKET INSIGHTS VIDEO Coming April 26th Details INDEPENDENT INVESTMENT CONSULTING Marquette Associates provides our clients with independent and thoughtful investment guidance. More about Marquette CHART OF THE WEEK Buy Land, They’re Not Making It Anymore More chart of the week posts UPDATES 2022 Update from Leadership Learn more > Nat Kellogg Quoted on Post-Pandemic Hedge Fund Expectations Learn more > IIDC Commitment to Firm Diversity Data Reporting Learn more > See all updates 04.06.2022 Q1 2022 MARKET INSIGHTS VIDEO — COMING APRIL 26th — This video will feature an in-depth analysis of the first quarter’s performance by Marquette’s research… Watch video 03.23.2022 THE RISING POSSIBILITY OF RECESSION Over the last several weeks, the risk of an economic downturn in the United States has increased with inflation continuing… Read article 03.01.2022 OCIO MOMENTUM CONTINUES One of the most significant evolutions in our business over the last decade has been the growth of our Outsourced… Read article 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 30 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. View our expertise * Corporate * Endowments & Foundations * Healthcare * Public Funds * Private Clients * Religious * Sustainable Investing * Taft-Hartley SERVICES Investment Consulting Defined Contribution Consulting Outsourced CIO Private Client Consulting See all services FEATURED EXPERTS Previous TIM FALLON, CIMA® | MANAGING DIRECTOR Tim is a managing director at Marquette with over 30 years of investment experience. Get to know Tim Meet the team NICHOLE ROMAN-BHATTY, CIMA® | MANAGING PARTNER Nichole leads the firm’s religious services practice area and is also the founder and co-lead of the sustainable investing group. Get to know Nichole Meet the team MIGUEL ZARATE | CHIEF OPERATING OFFICER, MANAGING DIRECTOR Miguel serves as Marquette's chief operating officer and leads the firm's Taft-Hartley practice area. Get to know Miguel Meet the team KWEKU OBED, CFA, CAIA | MANAGING DIRECTOR Kweku chairs the firm’s defined contribution services committee and serves on Marquette's board of directors. Get to know Kweku Meet the team BRIAN WRUBEL | CHIEF EXECUTIVE OFFICER Marquette's CEO, Brian has been with the firm for over 30 years and serves as the chairman of the firm's board of directors and executive committee. Get to know Brian Meet the team JAMES R. WESNER, CFA | MANAGING DIRECTOR James is a managing director for Marquette and leads the firm's endowments & foundations practice area. Get to know James Meet the team TOM SALEMY, CFA, CAIA | MANAGING DIRECTOR Tom is a managing director for Marquette and serves on the firm’s executive committee. Get to know Tom Meet the team DAVID H. SMITH, CFA | MANAGING DIRECTOR Dave is a managing director at Marquette and leads the firm's healthcare practice area. Get to know David Meet the team AIMEE O’CONNOR, CFP® | MANAGING PARTNER Aimee is an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients. Get to know Aimee Meet the team TIM BURDICK, CFA | MANAGING DIRECTOR Tim is a managing director for Marquette and serves on the firm’s board of directors. Get to know Tim Meet the team Next 400+ Clients1 99% Client retention rate2 100% Employee-owned LEARN HOW OUR EXPERTS IMPROVE INVESTMENT GUIDANCE. Contact us 04.06.2022 In this #chartoftheweek, Senior Research Analyst Brett Graffy, CAIA assesses the residential #realestate market as… https://t.co/2XmGOU40Qr 1Data as of June 30, 2021 2Client retention rate calculated from 2011-2020 SUBSCRIBE TO RESEARCH EMAIL ALERTS Subscribe 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. * * * * * Chart of the Week * Investment Perspectives Newsletter * Webinars * White Papers Subscribe 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 > © 2022 Marquette Associates. All Rights Reserved. * Terms of Use * Privacy Policy & Disclosure Documents * Environmental Policy Chicago 180 North LaSalle Street Suite 3500 Chicago, Illinois 60601 Tel: 312.527.5500 Fax: 312.527.9064 Baltimore 1312 Bellona Avenue Suite 300 Lutherville, Maryland 21093 Tel: 410.825.0444 Fax: 410.825.1777 Milwaukee 735 N. Water Street Suite 1440 Milwaukee, WI 53202 Tel: 414.209.3290 Philadelphia 600 Willowbrook Lane Suite 610 West Chester, PA 19382 Tel: 610.719.0300 Fax: 610.719.8345 St. Louis 12412 Powerscourt Drive Suite 240 St. Louis, Missouri 63131 Tel: 314.822.4444 Fax: 314.822.4401