Marquette Associates
Rakhi Shah is an accomplished finance professional currently serving as a Senior Private Client Analyst at Marquette Associates since June 2024. Prior experience includes working as a Senior Consulting Analyst and Consulting Analyst at Fiducient Advisors from August 2018 to June 2024, where investment consulting services were delivered to a diverse clientele. Shah began a career at Merrill Lynch from May 2016 to July 2018 as an Associate, focusing on comprehensive wealth management. Prior roles also include positions at Hancock Bank & Trust Co. and DiMeo Schneider & Associates, L.L.P. Rakhi Shah holds a Master's in Business Administration from DePaul University and has a background in Health Management from Georgia Institute of Technology and Northeastern University.
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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.