TIMOTHY J. MARCHESI, CFA
CHAIRMAN, PRESIDENT & CHIEF EXECUTIVE OFFICER
Mr. Marchesi is a consultant of the firm specializing in capital markets research and is chair of the DeMarche Manager Review Committee. Previously, he served as vice president for American National Bank and Trust Company of Chicago, where he was involved in portfolio and relationship management for the private client services department. He is president of Kansas City Brokerage (KCB), a subsidiary of DeMarche, which is registered as a broker with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA). DeMarche established KCB to meet our clients' requests for directed brokerage services.
Mr. Marchesi earned his bachelor's degree in business administration from the University of Notre Dame. In addition to earning the Chartered Financial Analyst designation in 1997, he has FINRA securities licenses Series 6, 7, 24, and 63. He is a member of the CFA Institute and CFA Society of Chicago. He is also a member and past chairperson of Chicago Community Foundation's Young Leaders Fund.