DISCRETIONARY MANAGEMENT SERVICES, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 145851). Regulatory assets under management: $228.4M.
Compensation: % of AUM, Fixed.
Clients served: Pooled vehicles, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Timothy John Marchesi | PRESIDENT, PORTFOLIO MANAGER & CIO; TRUSTEE | — |
| Adam J Strumpf | CHIEF COMPLIANCE OFFICER | — |
| Christine Marchesi Rudicile | TRUSTEE | — |
| Julie Anne Marchesi | TRUSTEE | — |
| Fred V Cornwell | CHIEF ADMINISTRATIVE OFFICER | — |
| JOHNSON GREGORY CHARLES | CHIEF COMPLIANCE OFFICER | — |
| MARCHESI ROBERT FRANK | CHIEF INVESTMENT OFFICER; MANAGING MEMBER AND CIO; MEMBER AND CIO | — |
| MISKELL WILLIAM | MEMBER AND SECRETARY-TREASURER; SECRETARY AND TREASURER | — |
| WOOLWINE THOMAS CONRAD | MEMBER; MEMBER AND PRESIDENT; MEMBER/OWNER AND PRESIDENT (+1 more) | — |
| DUWA ROBERT JOSEPH | MEMBER AND PRESIDENT; PRESIDENT | — |
| FARRELL STEPHEN D | CHIEF COMPLIANCE OFFICER | — |
| MARCHESI TIMOTHY JOHN | PORTFOLIO MANAGER; PORTFOLIO MANAGER & CIO; PRESIDENT, PORTFOLIO MANAGER & CIO (+1 more) | — |
| MARCHESI JULIE ANNE | TRUSTEE | — |
| STRUMPF ADAM J | CHIEF COMPLIANCE OFFICER | — |
| DANNER CHRISTINA RENE | PORTFOLIO MANAGER | — |
| DYKSTAL JAMES FREDERICK | PORTFOLIO MANAGER | — |
| TRUST MARCHESI ROBERT FRANK | MEMBER | — |
| RUDICILE CHRISTINE MARCHESI | TRUSTEE | — |
| Cornwell Fred V | CHIEF ADMINISTRATIVE OFFICER | — |