|Timothy Marchesi, CFA, is the Chairman, President, and Chief Executive Officer (CEO) at DeMarche. 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, and is a member of the DeMarche Asset Allocation Committee. Before advancing to the position of CEO, Mr. Marchesi 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. Mr. Marchesi serves on the executive committee of Kansas City Repertory Theatre and is the immediate past chair of the board’s endowment committee. Since 2014, Mr. Marchesi 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.
Mr. Marchesi earned his Bachelor of Business Administration from the University of Notre Dame. He is a Chartered Financial Analyst (CFA) charterholder and a regular member of the CFA Institute, the CFA Society Kansas City, and the CFA Society Chicago. He holds a FINRA Securities Series 63 license.