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 for Alternative Assets, Consultant

Jeannette M. Anthony

Senior Project Analyst

Barbara E. Beard

Staff Accountant

Quinn Dippel, CFA

Senior Analyst, Treasury & Investment Services

James F. Dykstal, CFA

Senior Consultant

Brooke M. Garcia, CFA, CAIA

Client Portfolio Manager, Consultant

Regan M. Hamilton

Associate, Investment Manager Research

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

Tiur Z. Mawaddah

Full-Stack Software Developer

Matthew J. Oakes

Project Analyst

Ryan M. Pickert

Consultant, Client Development

Julie A. Smith

Senior Analyst, Investment Manager Research

Shelby Smith

Executive Assistant

Jed T. Stitt

Associate, Investment Manager Research

Adam J. Strumpf, CAIA

Senior Consultant, Chief Compliance Officer, Manager of Investment Research

Emily M. Szkrybalo

Executive Assistant

Peg VanWagoner

Senior Consultant

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.