Dave Wernecke

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Finance

Profile

David Wernecke worked as a Vice President at Marquette Associates, Inc. from 2018 to 2019.
He earned an MBA from Northwestern University and an undergraduate degree from The College of Wooster.

Former positions of Dave Wernecke

Companies	Position	End
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.	Analyst-Equity	2018-12-31

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Linked companies

Private companies	3
Northwestern University Northwestern University 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
The College of Wooster The College of Wooster Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services