Tim Marchesi
Chief Executive Officer at Discretionary Management Services LLC
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
Companies | Position | Start |
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Discretionary Management Services LLC
Discretionary Management Services LLC Investment ManagersFinance Discretionary Management Services LLC (DMS) is a private, independent investment advisory firm headquartered in Overland Park, Kansas. The firm was founded by William Miskell, Robert Marchesi and Thomas Woolwine in 2007 to provide discretionary investment management services to institutional investors. DMS is an affiliated investment management firm of the institutional investment consulting firm DeMarche Associates, Inc., (DeMarche). | Chief Executive Officer | 01/01/2021 |
Endex Capital Management LLC
Endex Capital Management LLC Investment ManagersFinance Endex Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Merriam, Kansas. Founded in 1997, the firm provides investment advice to individual and institutional clients. | Chief Investment Officer | 01/03/1997 |
Former positions of Tim Marchesi
Companies | Position | End |
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American National Bank & Trust Co. of Chicago | Corporate Officer/Principal | - |
Training of Tim Marchesi
University of Notre Dame | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Members of the board
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Linked companies
Private companies | 3 |
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Discretionary Management Services LLC
Discretionary Management Services LLC Investment ManagersFinance Discretionary Management Services LLC (DMS) is a private, independent investment advisory firm headquartered in Overland Park, Kansas. The firm was founded by William Miskell, Robert Marchesi and Thomas Woolwine in 2007 to provide discretionary investment management services to institutional investors. DMS is an affiliated investment management firm of the institutional investment consulting firm DeMarche Associates, Inc., (DeMarche). | Finance |
American National Bank & Trust Co. of Chicago | Finance |
Endex Capital Management LLC
Endex Capital Management LLC Investment ManagersFinance Endex Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Merriam, Kansas. Founded in 1997, the firm provides investment advice to individual and institutional clients. | Finance |
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