Operations & Compliance
Jean Gullikson, CPA
Senior Vice President
Chief Compliance Officer
Jean is a Senior Vice President and Chief Compliance Officer of Marquette Asset Management and a Vice President and Trust Officer of Marquette Trust. She oversees the development and implementation of policies and procedures designed to ensure that Marquette Asset Management and Marquette Trust meet their fiduciary obligations. She is also responsible for managing the financial activities of clients and their families, including trust, private foundation, estate, retirement and agency account administration, coordination of income and estate tax planning, advisory services, and customized planning and analysis. Jean is known for her high level of client service and attention to detail within complex family relationships.
Prior to joining Marquette Asset Management, Jean was a Financial Manager at Lowry Hill, a comprehensive wealth management firm, where she worked closely with multi-generational affluent families and their advisors. Previously, Jean was Tax Manager at Piper Trust Company where she was responsible for fiduciary tax preparation, compliance, estate administration, and for development of operational policies and procedures. She entered the financial planning and trust tax field when she joined the Tax Practice at KPMG-Minneapolis in 1992.
Jean earned a B.B.A. degree in Accounting with highest honors from the University of Wisconsin - Eau Claire. She is a Certified Public Accountant, having earned the Elijah Watt Sells Award for scoring in the top 100 of exam takers nationally. Jean is a member of the Minnesota Society of Certified Public Accountants and the National Society of Compliance Professionals.
