Steven S. Marco, CFA®

Founder and Portfolio Manager

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).

While at NationsBank, Steven managed portfolios for high-net-worth and institutional clients and pioneered the bank's use of derivative contracts to hedge risk for concentrated equity positions in taxable accounts.  During his studies at Emory University, Steven developed a strong working knowledge of equity option contracts and authored several research papers on option pricing during graduate school.

Steven holds undergraduate degrees in Economics and Political Science from Emory University and a Master of Business Administration, also from Emory University.  He holds the Chartered Financial Analyst® designation* and is a member of CFA Society Atlanta.

* 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.

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