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

Fred V. Cornwell

Chief Administrative Officer

Donald H. Lennard

Senior Consultant

Ryan M. Pickert

Director of Business Development

Adam J. Strumpf, CAIA

Senior Consultant, Chief Compliance Officer, Manager of Investment Research

Peg VanWagoner

Senior Consultant

Mark A. Andes

Senior Consultant, Manager of Investment Research for Alternative Assets

Jeannette M. Anthony

Senior Project Analyst

Barbara E. Beard

Staff Accountant

Luke Crawford

Project Analyst

Martin J. Dorow

Senior Advisor

James F. Dykstal, CFA

Senior Consultant

Regan M. Hamilton

Analyst, Investment Manager Research

Bryan S. Iiams

Senior Project Analyst

Emily E. Jewett

Manager of Portfolio Accounting

John D. Lawrence

Marketing Manager

Stephanie R. Leonard

Portfolio Accountant

Jake K. Manchion

Associate, Investment Manager Research

Jansen McCabe

Project Analyst

Chris Poynter

Software Developer

Gretchen Rudd

Administrative Assistant

Aliyah N. Shaw

Administrative Assistant

Julie A. Smith

Senior Analyst, Investment Manager Research

Hunter Swanson, CPA

Senior Coordinator, Research

Nicole Swenson

Software Developer

Our Founder

Robert F. Marchesi

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.