Marco Investment Management LLC
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).
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.
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.
David G. McBride, CFA®
Portfolio Manager
Phone: 404-504-8607
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.
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.
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.
Mark C. Burton, J.D./MBA, IACCP®
Chief Compliance Officer
Phone: 404-504-8609
E-mail: mburton@marcoinv.com
Mark C. Burton is Chief Compliance Officer at MIM. Mark is responsible for managing and updating the compliance program and supporting an environment of integrity to put our clients’ needs first.
​
* 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.
​
*The Investment Adviser Certified Compliance Professional® (IACCP®) Program is administered by the Investment Adviser Association and Comply Technologies for compliance professionals to certify their knowledge of investment adviser regulatory obligations and requirements, including foundational knowledge of the Investment Advisers Act of 1940, trading rules, other regulatory mandates, and current compliance priorities.