Tim Marchesi

Tim Marchesi

Chief Executive Officer at Discretionary Management Services LLC

Finance
Consumer Services

Profile

Mr. Timothy J.
Marchesi, CFA, is a Chairman, President & Chief Executive Officer at Discretionary Management Services LLC and a Chief Investment Officer at Endex Capital Management LLC.
As part of his leadership responsibilities, he chairs the DeMarche Manager Review Committee (MARC), which oversees the process of analyzing and selecting asset managers for client accounts.
He also serves as the Chief Investment Officer and Portfolio Manager for DeMarche’s discretionary OCIO affiliate, DMS.
Before advancing to the position of CEO, he was a Senior Consultant and a leader of proprietary market research.
Prior to joining DeMarche, Mr. Marchesi served as Vice President for American National Bank and Trust Company of Chicago, where he provided portfolio and relationship management for the private client group.
He serves on the executive committee of Kansas City Repertory Theatre and is the immediate past chair of the board’s endowment committee.
Since 2014, he has served as a Leadership Exchange delegate for the Greater Kansas City Chamber of Commerce.
Prior community involvement includes serving as the grant-making chair of the Chicago Community Foundation’s Young Leaders Fund.
He earned his Bachelor of Business Administration from the University of Notre Dame.
He is a Chartered Financial Analyst and a regular member of the CFA Institute, the CFA Society Kansas City, and the CFA Society Chicago.

Tim Marchesi active positions

CompaniesPositionStart
Chief Executive Officer 01/01/2021
Chief Investment Officer 01/03/1997
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Former positions of Tim Marchesi

CompaniesPositionEnd
American National Bank & Trust Co. of Chicago Corporate Officer/Principal -
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Training of Tim Marchesi

University of Notre Dame Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

1st degree connections

4

1st degree companies

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Female

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Executives

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Linked companies

Private companies3

Finance

American National Bank & Trust Co. of Chicago

Finance

Finance

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