Our Team


Steven S. Marco, CFA®

Founder and Portfolio Manager

Phone: 404-504-8601
E-mail: smarco@marcoinv.com

Steven S. Marco is Founder and Portfolio Manager at MIM. Steven heads the Investment Strategy Committee, is responsible for derivative strategies, and oversees the trading desk. He founded the firm in 1998 after leaving NationsBank (now Bank of America).

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Kenneth M. Ezell, CFA®

Portfolio Manager

Phone: 404-504-8605
E-mail: kezell@marcoinv.com

Kenneth M. Ezell is a Portfolio Manager at MIM and is responsible for the management of equity, balanced, and fixed income accounts. Ken also serves on our Investment Strategy Committee.

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Lisa K. Burton

Trading Specialist and Analyst

Phone: 404-504-8603
E-mail: lburton@marcoinv.com

Lisa  K. Burton is a Trading Specialist and Analyst at MIM. Lisa's responsibilities include lead trading, implementing derivative strategies and portfolio support for the President of MIM. She is also a member of the Investment Strategy Committee.

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David G. McBride, CFA®

Portfolio Manager

Phone: 404-504-8601
E-mail: dmcbride@marcoinv.com

David G. McBride is a Portfolio Manager at MIM. David is responsible for the management of equity, balanced and fixed income accounts, and serves on our Investment Strategy Committee.

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John V. Hussa

Director of Marketing

Phone: 404-504-8612
E-mail: jhussa@marcoinv.com

John V. Hussa joined MIM in 2004 and is the Director of Marketing. John also serves on our Investment Strategy Committee.

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Kristen G. Berndsen

Trading Specialist and Analyst

Phone: 404-504-8606
E-mail: kberndsen@marcoinv.com

Kristen G. Berndsen is a Trading Specialist and Analyst at MIM and is responsible for both equity and fixed income trading, coupled with many day to day operations. Kristen is also a member of the Investment Strategy Committee.

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Steven W. Fisher, CFA®

Senior Advisor

Phone: 404-504-8602
E-mail: sfisher@marcoinv.com

Steven W. Fisher is a Senior Advisor at MIM and is also a member of our Investment Strategy Committee.

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* The Chartered Financial Analyst® (“CFA®”) designation is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, money management and security analysis. Before a candidate is eligible to become a CFA charterholder, he/she must meet minimum experience requirements in the area of investment/financial practice. To enroll in the program, a candidate must hold a bachelor's degree.