Profile
Robert Frank Marchesi is the founder of Discretionary Management Services LLC, which was founded in 2007.
He held the titles of Chief Investment Officer & Portfolio Manager from 2011 to 2015.
Marchesi also held former positions as Director at International Society of Financial Analysts, Vice President at Waddell & Reed Financial, Inc., Chief Investment Officer at Endex Capital Management LLC, and Senior Investment Analyst at Harris Trust & Savings Bank.
Marchesi received an MBA from Washington University in St. Louis and an undergraduate degree from Quincy University.
Former positions of Robert Frank Marchesi
| Companies | Position | End |
|---|---|---|
Endex Capital Management LLC
 Endex Capital Management LLC Investment ManagersFinance Endex Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Merriam, Kansas. Founded in 1997, the firm provides investment advice to individual and institutional clients. | Chief Investment Officer | 2015-02-01 |
Discretionary Management Services LLC
 Discretionary Management Services LLC Investment ManagersFinance Discretionary Management Services LLC (DMS) is a private, independent investment advisory firm headquartered in Overland Park, Kansas. The firm was founded by William Miskell, Robert Marchesi and Thomas Woolwine in 2007 to provide discretionary investment management services to institutional investors. DMS is an affiliated investment management firm of the institutional investment consulting firm DeMarche Associates, Inc., (DeMarche). | Founder | 2015-02-01 |
| International Society of Financial Analysts | Corporate Officer/Principal | - |
| Harris Trust & Savings Bank | Corporate Officer/Principal | - |
| WADDELL & REED FINANCIAL, INC. | Corporate Officer/Principal | - |
Training of Robert Frank Marchesi
| Washington University in St. Louis | Masters Business Admin |
| Quincy University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Waddell & Reed Financial, Inc.
 Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Unaffiliated channel, Wealth Management channel and Institutional channel. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
Endex Capital Management LLC
Endex Capital Management LLC Investment ManagersFinance Endex Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Merriam, Kansas. Founded in 1997, the firm provides investment advice to individual and institutional clients. | Finance |
| Harris Trust & Savings Bank | Finance |
| International Society of Financial Analysts | |
Discretionary Management Services LLC
Discretionary Management Services LLC Investment ManagersFinance Discretionary Management Services LLC (DMS) is a private, independent investment advisory firm headquartered in Overland Park, Kansas. The firm was founded by William Miskell, Robert Marchesi and Thomas Woolwine in 2007 to provide discretionary investment management services to institutional investors. DMS is an affiliated investment management firm of the institutional investment consulting firm DeMarche Associates, Inc., (DeMarche). | Finance |
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