Meet DeMarche’s Investment Consultant Team

Our consultants have extensive portfolio management and capital markets expertise.

When you engage DeMarche, you have access to a staff of professionals with more than 300 years of cumulative experience in consulting, portfolio management, investment research, banking and corporate finance. The broad array of services and diversified expertise of our staff enable us to offer comprehensive consulting to retainer clients or supply expert counsel and implementation strategies for a broad spectrum of specific projects.

All Team Members
Advisory Consulting
Discretionary Consulting
Speakers Bureau
Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Thomas C. Woolwine

Vice Chairman

Fred V. Cornwell

Chief Administrative Officer

Martin J. Dorow

Director of Business Development

Mark A. Andes

Manager of Investment Research & Alternative Assets and Consultant

Jeannette M. Anthony

Senior Project Analyst

Preston M. Aye

Associate, Investment Manager Research

Barbara E. Beard

Staff Accountant

Mattie L. Casad

Executive Assistant

James F. Dykstal, CFA

Senior Consultant

Debra K. Higgins

Director of Administration & HR

Bryan S. Iiams

Senior Project Analyst

Emily E. Jewett

Manager of Portfolio Accounting

John D. Lawrence

Marketing Manager

Donald H. Lennard

Senior Consultant

Stephanie R. Leonard

Portfolio Accountant

Mike R. Marsh, CFA

Consultant and Manager of Research

Tiur Z. Mawaddah

Full-Stack Software Developer

Houston C. McConnell, CFA

Senior Analyst, Investment Manager Research

Sally D. Miskec

Executive Assistant

Travis C. Newman

Senior Consultant

Jack A. O’Brien

Associate, Investment Manager Research

Ryan M. Pickert

Consultant, Client Development

Landie C. Robinson

Marketing Specialist / Portfolio Accountant

Julie A. Smith

Senior Analyst, Investment Manager Research

Adam J. Strumpf

Senior Consultant

Artem A. Thuma

Project Analyst

Peg Vanwagoner

Senior Consultant

Dan J. Venker

Analyst, Investment Manager Research

Our Founder

Robert F. Marchesi
1939-2015

Our founder and leader, Bob was an innovator and thought leader in the investment industry since he founded DeMarche in 1974. With his passing in early 2015 Bob left a vibrant and nationally recognized company to a team of professionals dedicated to continuing and advancing best practices in our industry. Under Bob’s leadership DeMarche has long been recognized for its deep regard for research and analysis. By going deeper than many investment firms do, DeMarche has been able to develop the industry-leading analytical tools described elsewhere in these pages to provide our clients with expert advice based on over 40 years of experience.