Dakota Live! Podcast: Building Client Trust with Greg Leonberger of Marquette Associates

Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing the investment strategies and policy. He also serves as the chair of the investment committee. A partner of the employee-owned firm, Greg has been with the company since 2008. Greg joins us at Dakota Live! to take us through Marquette Associates’ manager research process and how to approach the firm and their clients with private markets through fixed income investments and what they look for in asset management partners. Marquette was founded thirty-seven years ago with the sole objective of providing investment consulting at the highest caliber of client service. As of March 31, 2023, the firm is advising over $351 billion in assets with over 400 clients and 135 employees. Join us to learn how the firm’s approach to client service has made Marquette Associates so successful over the years.