What Does Marquette Associates Do?

Total employees146
HeadquartersChicago
Founded1986

Marquette Associates is an independent investment consulting firm that works with a variety of institutional clients, including public funds, Taft-Hartley plans, corporations, endowments, foundations, and healthcare organizations. Founded in 1986, the firm provides objective investment advice, fiduciary guidance, and comprehensive consulting services to help clients achieve their long-term investment goals. They emphasize customized solutions, rigorous research, and a client-centric philosophy, and are 100% employee-owned.

Where Is Marquette Associates's Headquarters?

HQ Function

Serves as the primary center for Marquette's leadership, investment research, client consulting services, and administrative operations. It's the hub for developing investment strategies and managing client relationships.

Notable Features:

Located in a prominent downtown Chicago skyscraper, offering modern office facilities and convenient access to the city's financial district. The office space is designed to foster collaboration and efficiency.

Work Culture:

The work culture at Marquette's HQ is characterized as collaborative, client-focused, and research-driven. As an employee-owned firm, there is a strong sense of ownership and commitment to ethical practices and continuous learning.

HQ Significance:

The Chicago headquarters is central to Marquette's identity and operations, being its founding location and housing the core of its expertise and decision-making processes. It facilitates close collaboration among its diverse teams.

Values Reflected in HQ: The choice of a professional, accessible, and centrally located headquarters reflects Marquette's commitment to professionalism, client service, and its strong roots in the Chicago financial community. The environment supports their core values of integrity, independence, client-first service, and excellence.

Location:

Marquette Associates primarily serves institutional clients within the United States, with strategically located offices in Chicago, St. Louis, Baltimore, Philadelphia, and Milwaukee. While their direct office presence is U.S.-centric, their investment research, manager due diligence, and portfolio construction processes incorporate a global perspective. They analyze and recommend investment opportunities and asset managers across international markets to provide comprehensive and diversified strategies for their U.S.-based clientele.

Street Address:

180 North LaSalle Street, Suite 3500

City:

Chicago

State/Province:

IL

Country:

USA

Where Else Does Marquette Associates Operate Around the World?

St. Louis, Missouri, USA

Address: Pierre Laclede Center, 7733 Forsyth Blvd, Suite 1975, St. Louis, MO 63105

To serve and expand client relationships in Missouri and surrounding states, offering localized expertise and convenient access for regional institutional investors.

Baltimore, Maryland, USA

Address: 400 East Pratt Street, 8th Floor, Baltimore, MD 21202

To strengthen Marquette's presence on the East Coast, providing dedicated consulting services and fostering relationships with institutional investors in the dynamic Mid-Atlantic market.

Philadelphia, Pennsylvania, USA

Address: 1700 Market Street, Suite 2810, Philadelphia, PA 19103

To enhance client service and business development efforts in Pennsylvania and the broader Northeast corridor, supporting a diverse institutional client base with localized strategic investment advice.

Milwaukee, Wisconsin, USA

Address: 789 N. Water Street, Suite 530, Milwaukee, WI 53202

To provide localized support and expertise to clients in Wisconsin, strengthening Marquette's footprint in the region and catering to the specific needs of its institutional market.

Buying Intent Signals for Marquette Associates

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Marquette Associates? Meet the Executive Team

As of April 2025, Marquette Associates' leadership includes:

Brian Wrubel, CFA - President & Chief Executive Officer
Greg M. Leonberger, FSA, EA, MAAA, CFA - Chief Investment Officer
Timothy E. Egan, CAIA - Managing Partner, Director of Asset Allocation
Benjamin J. Brown, CAIA - Managing Partner, Director of Manager Research
Natasha S. Cupps, CFA, CAIA - Managing Partner, Director of DE&I and Sustainable Investing
Aaron D. Yackley, CFA - Managing Partner, Director of Client Service
Colleen M. Bulger - Chief Financial Officer
Kelli Washington - Chief Marketing Officer

Who's Investing in Marquette Associates?

Marquette Associates has been backed by several prominent investors over the years, including:

Employee-Owned Firm

What Leadership Changes Has Marquette Associates Seen Recently?

Hire1
Exits0

In the past year, Marquette Associates has focused on strengthening its executive leadership, notably with the appointment of a new Chief Marketing Officer. This strategic hire aims to enhance the firm's market presence and communication efforts. No significant executive departures have been publicly announced during this period.

New Appointments:

Kelli Washington, Kelli Washington joined Marquette Associates as Chief Marketing Officer. She is responsible for developing and executing marketing initiatives to support the firm's growth and brand.

What Technology (Tech Stack) Is Used byMarquette Associates?

Discover the tools Marquette Associates uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Marquette Associates Email Formats and Examples

Marquette Associates commonly uses the email format consisting of the employee's first initial followed by their last name, preceding the @marquetteassociates.com domain. This is a standard convention in many professional service firms.

flast@marquetteassociates.com

Format

jdoe@marquetteassociates.com

Example

90%

Success rate

What's the Latest News About Marquette Associates?

Pensions & Investments / marquetteassociates.comDecember 12, 2023

Marquette Associates Named a 2023 Best Place to Work in Money Management by Pensions & Investments

Marquette Associates was recognized by Pensions & Investments as one of the Best Places to Work in Money Management for the ninth consecutive year. This award highlights the firm's commitment to fostering a positive and engaging workplace culture....more

Business Wire / marquetteassociates.comJune 1, 2023

Marquette Associates Expands to Milwaukee

Marquette Associates announced the opening of a new office in Milwaukee, Wisconsin. This expansion is part of the firm's strategic growth plan to better serve clients in the region and broaden its Midwestern presence....more

PR Newswire / marquetteassociates.comMay 9, 2023

Marquette Associates Hires Kelli Washington as Chief Marketing Officer

Marquette Associates appointed Kelli Washington as its first Chief Marketing Officer (CMO). She will oversee the firm's comprehensive marketing and communications strategy to support its continued growth and brand development....more

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