Marquette Associates Login People Expertise Services Research About Contact People Home › James R. Wesner, CFA James R. Wesner, CFA Managing Director James R. Wesner is a managing director for Marquette Associates and serves on the firm’s board of directors. An owner of the firm, Jamie has been with the company since 2007 and has 21 years of investment experience. He leads the endowments & foundations practice area at Marquette and is a member of the firm’s OCIO committee, healthcare committee, alternative investment manager search committee, and sustainable investing group. Jamie serves as the primary investment consultant on several client relationships. Prior to joining Marquette, Jamie worked in the debt capital markets division at Banc of America Securities. Prior to Banc of America, he held positions with Nuveen Investments and PricewaterhouseCoopers. Jamie holds a B.B.A. in finance from the University of Notre Dame and an M.B.A. with distinction in finance and international business from Northwestern University’s Kellogg School of Management. Jamie is a CFA charterholder, a member of the CFA Society of Chicago, and a board member for the One Acre Fund. AREAS OF FOCUS Outsourced CIO Healthcare Taft-Hartley Public Funds Endowments & Foundations Private Client Consulting RELATED CONTENT 09.21.2020 Jamie Wesner Featured in Crain’s Roundtable on Diversity James R. Wesner, CFA was recently included in Crain’s Content Studio’s “Roundtable on Diversity in Hiring and Recruiting:… Read the full article > 03.18.2019 Jamie Wesner Speaking at 42nd Annual AIMSE Conference 4/30 On Tuesday, April 30, James R. Wesner, CFA will be speaking at the Association of Investment Management Sales Executives’… Read the full article > 04.06.2015 James Wesner Speaking at Ethical Leadership Summit 4/29 On Wednesday, April 29, James Wesner will speak at Lourdes University’s 2015 Joseph Magliochetti Leadership Summit. This year’s topic is “Business… Read the full article > 07.21.2014 2014 Marquette Investment Symposium Friday, September 12, 2014 — 8:00 AM – 2:00 PM Marquette clients – Please join us to discuss the current market environment,… Read the full article > 01.17.2014 Marquette Adds Four New Partners CHICAGO, January 17, 2014 – Marquette Associates, Inc. today announced the election of four new managing partners to strengthen firm… Read the full article > 05.22.2013 2013 Marquette Investment Symposium Friday, September 13, 2013 — 8:00 AM – 2:00 PM Marquette clients – Please join us to discuss the current market environment,… Read the full article > 06.04.2012 Nonprofit Investment Symposium Friday, September 14, 2012 – 8:00 AM – 2:00 PM Nonprofit clients – Please join us for a discussion… Read the full article > 09.13.2013 Emerging Trends in Alternative Asset Classes In this presentation from our 2013 Investment Symposium, we explore various emerging trends in the alternatives space,… Read the full article > Subscribe to Research Email Alerts Subscribe © 2021 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