Tim Marchesi

Directeur Général chez Discretionary Management Services LLC

Profil

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.

Postes actifs de Tim Marchesi

Sociétés	Poste	Début
Discretionary Management Services LLC	Directeur Général	01/01/2021
Endex Capital Management LLC	Directeur en chef des Investissements	01/03/1997

Anciens postes connus de Tim Marchesi

Sociétés	Poste	Fin
American National Bank & Trust Co. of Chicago	Corporate Officer/Principal	-

Formation de Tim Marchesi

University of Notre Dame

Undergraduate Degree