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Brian Wrubel
Directeur Général chez
Marquette Associates, Inc.
Profil
Mr. Brian M.
Wrubel is a Chief Executive Officer at Marquette Associates, Inc. He serves as the chairman of the firm’s board of directors and executive committee.
An owner of the firm, he has been with the company since 1989 and has over 37 years of investment consulting experience.
As the President & Chief Executive Officer, he is responsible for ongoing management, including managing the overall operations and resources of the firm, and setting the strategy and direction of Marquette.
In addition to his management responsibilities, he leads the public fund and Taft-Hartley practice areas and serves as the primary investment consultant on several of the firm’s key relationships and has been a featured speaker at various conferences.
He holds a B.A. from the University of Wisconsin, Madison, and is a graduate of the University of Chicago Booth School of Business CMI program.
Postes actifs de Brian Wrubel
| Sociétés | Poste | Début |
|---|---|---|
Marquette Associates, Inc.
 Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Directeur Général | 01/01/1989 |
Formation de Brian Wrubel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Finance |
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