Marquette Associates
James Wesner, CFA, currently serves as Managing Director at Marquette Associates since August 2007. Prior experience includes roles as a Program Volunteer at One Acre Fund, an Associate in Debt Capital Markets at Banc of America Securities, and a Quantitative Analyst at Nuveen Investments. Earlier in the career, James Wesner worked as an Associate at PricewaterhouseCoopers LLP. Academic qualifications include an MBA in Finance and International Business from Northwestern University’s Kellogg School of Management, an Executive Leadership Program from Stanford University, and a BBA in Finance from the University of Notre Dame.
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Marquette Associates
Marquette Associates provides our clients with independent and thoughtful investment guidance. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. In the decades since, we have maintained our independence in order to do so, both in expanding employee ownership and in keeping traditional and discretionary investment consulting our only source of revenue. 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. Contact us to learn more about our services, research, people, or careers using the form on our website below.