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Our People
It is the people of Marquette Asset Management—their integrity, expertise, and commitment to superior client service—that allow us to bring extraordinary value to you. We carefully assembled our team based on professional experience, academic training, and reputation—in our industry and our community. Our officers and administrators work together as a team to serve your interests. We further reinforce our client-focused culture with an employee compensation system that is based not on commissions and sales incentives, but on how well we achieve your goals. A dedicated client relationship manager will be directly responsible for coordinating the work of Marquette's chief economist, trust and investment officers, asset managers, and financial analysts on your account. We serve the financial asset management needs of a individuals, families, and trusts in a wide variety of locations, including Minnesota, Wisconsin, Iowa, North Dakota, South Dakota, and Arizona. Biographies
John M. Pohlad Maria K. Zakariasen |
John is a Managing Director of Marquette Asset Management. He is responsible for growing and managing client relationships and assisting clients with investment strategies. Prior to forming Marquette Asset Management, John was a Vice President and the Regional Manager for Bel Air Investment Advisors LLC. Previously, John was a Director of Sahara Investment Company, a private family office in Minneapolis. At Sahara, John managed all aspects of a private family office including the initiation, planning, and execution of investment policy; complex estate planning strategies; and private investment transactions. John started his career with Norwest Bank Minnesota, NA (now Wells Fargo & Company) as an International Banking Representative in the Latin American Division in Minneapolis and Sao Paulo, Brazil. 
John Beuerlein is Chairman and the Chief Investment Officer of Marquette Asset Management. He manages the firm's investment research activities and chairs the Investment Committee. He also serves as the Chief Economist of Marquette Financial Companies, Inc. ("MFC"). Prior to forming Marquette Asset Management, John was the President of Apocalypse Corporation, a wholly-owned registered investment advisor subsidiary of MFC that managed assets of institutional clients. John joined Marquette Financial Companies in 2000 when Apocalypse Corporation was purchased by MFC.
John is a Managing Director of Marquette Asset Management and the firm's senior client relationship officer. He is responsible for assisting clients in the development, implementation and monitoring of their investment strategies. John has over 20 years of experience providing investment consulting services to foundations, endowments, and high-net worth families. Prior to forming Marquette Asset Management, John was a Vice President at Bel Air Investment Advisors LLC. Previously, he spent five years as a Managing Director at Piper Jaffray. From 1989 to 1997 he was a Vice President with Merrill Lynch & Co., Inc. John is a Certified Investment Management Analyst (CIMA) and a member of the Investment Management Consultants Association. He currently serves on the Boards of Directors for Hammer Residences and Mary T, Inc., and on the investment committee of the Basilica of St. Mary. He is a past board member of the Evangelical Lutheran Good Samaritan Society Foundation. Prior to entering the consulting industry in 1988, he served as a Captain and helicopter pilot in the United States Army.
Bob is a Managing Director of Marquette Asset Management and President and Senior Trust Officer of Marquette Trust. He is 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. Bob has over twenty years of experience in the field and is widely respected for his fiduciary administration and client relationship skills. Bob came to Marquette Asset Management from U.S. Trust Company where he served as a Senior Vice President, Senior Trust Officer for the Minnesota Region and as a member of U.S. Trust's National Fiduciary Policy Committee. His early career included personal trust administration and trust marketing positions with large bank trust departments and brokerage affiliated trust companies. Bob has a B.A. (1977) in Political Science from the University of Minnesota and a J.D. (1980) from the University of Minnesota Law School. He is a member of the Minnesota State and Hennepin County Bar Associations and serves as chairman of the Marquette Financial Companies Midwest Regional Charitable Giving Committee.
Kevin is a Managing Director and Chief Operating Officer of Marquette Asset Management. He is responsible for providing the leadership and management necessary to ensure the advancement of the operations of MAM. He works closely with the President and the senior management team providing advice and counsel with respect to planning the scope and strategic direction of the firm. His duties include the development and presentation of future plans and objectives for ad hoc issues and business initiatives covering a broad range of areas such as strategy and direction, financial matters, lift-outs/acquisitions, organizational structures, & competitive analysis. 
Jim is a Senior Vice President and Senior Investment Officer of Marquette Asset Management and a member of the Investment Committee. He is responsible for equity research and growth portfolio strategy at the firm. Jim came to Marquette Asset Management from Labyrinth Group, where he served as Chief Investment 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.
Adam is a Senior Vice President of Marquette Asset Management and a member of the Investment Committee. He is responsible for investment research, portfolio strategy, and relationship management. Previously, Adam was with Woodbury Financial Services, Inc., where he managed the Wealth Management Group. Additionally, he has several years of investment experience with Securian Financial Services and Piper Jaffray.
Glen is Senior Vice President of Business Development for Marquette Asset Management. He is responsible for developing and managing client relationships. Prior to coming to Marquette Asset Management, Glen was a collegiate football coach for 35 years.
Phil is a Vice President of Marquette Asset Management. He is responsible for developing and managing client relationships and assisting clients with investment strategies. Phil has over 10 years of experience in developing relationships with high net worth families and institutions. Prior to coming to Marquette Asset Management, Phil was a Senior Vice President with Mount Yale Capital Group, LLC. Previously, he was co-founder of Private Accounts LLC, which was acquired by E*Trade Financial Group. From 1996 to 2000, he was an advisor with Prudential Securities. Phil is a Certified Alternative Investment Analyst and a member of the Investment Management Consultants Association. A former Captain of the U of M Golf Team, Phil currently serves on the Board of Directors for the University of Minnesota “M” Club, a 501(c)(3) organization that supports scholarships. He is a past board member of the Children’s Cancer Research Fund and Courage Center. 
Chris is a Vice President of Marquette Asset Management, responsible for trading and operations. Previously, Chris was the Operations Manager of Knelman Asset Management Group LLC , where he was directly responsible for trading, performance reporting, account maintenance, technology, and systems. Prior to Knelman Asset Management Group, Chris was an analyst in the properties division at US Bancorp with direct responsibility for the monthly planning, forecasting, and reporting for various bank-held properties. Prior to joining US Bancorp, Chris was a trader at Eagle Capital Management where he was responsible for obtaining financing for a multibillion-dollar global bond portfolio and played an integral role in the implementation of an operations-based trading and accounting software system. 
Valerie is a Vice President and Senior Client Service Administrator of Marquette Asset Management and Trust Officer of Marquette Trust. She is 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. Valerie brings over 12 years of wealth management experience to our business. Prior to joining Marquette Asset Management, Valerie was a Financial Associate at Lowry Hill, providing high-level service to affluent families and individuals, including trust and estate administration.
Ben Peyton is a sales associate at Marquette Asset Management. He is responsible for developing and managing client relationships. Prior to working at Marquette, he worked trading commodities at Cargill. He has also worked in the reinsurance and commercial real estate industries. He is actively involved in Courage Center and is a past board member of Free Arts Minnesota. Ben received his B.A degree in Economics and a minor in Mathematics from the University of St. Thomas.
Jason is a Marketing & Financial Analyst of Marquette Asset Management. He is responsible for asset allocation and portfolio analysis. Previously, Jason was with Wells Fargo Wealth Management Group, where he was an Investment Performance Analyst. 
Jennifer is an Operations Associate of Marquette Asset Management. She is responsible for the account opening process, cash processing, and related operational activities for our clients’ accounts. Jennifer has held various operations, client service and compliance positions in the financial services industry, most recently with RBC Wealth Management Group 
Courtney is an Operations Assistant of Marquette Asset Management. She is responsible for trade settlement, client portfolio reconciliation, client service and account administration. Previously, Courtney was a Jr. Accountant at Oppenheimer, Wolff & Donnelly, LLP and Accounts Payable Clerk at Merchant & Gould, IP Law Firm. 
Maria is the Office Manager and Administrative Assistant of Marquette Asset Management. She is responsible for the overall function of the office and manages its day-to-day administrative needs. Previously, Maria was an HR Generalist at Accenture and Office Manager at Calhoun Beach Club.