General Investing >> Money Manager Interviews >> November 1, 2004


STEVEN S. MARCO, CFA, heads the Equity Strategy Committee at Marco Investment Management, is responsible for derivative strategies and oversees the trading desk. After spending seven years with NationsBank Investment Management, he founded Marco Investment Management in 1998. During his studies at Emory University, he developed a strong working knowledge of equity option contracts and participated in several research projects on option pricing during graduate school. While at NationsBank, he managed portfolios for high net worth and institutional clients and orchestrated the bank's use of derivative contracts to hedge risk for concentrated equity positions in taxable accounts. He holds undergraduate degrees in Economics and Political Science from Emory University and a Master's of Business Administration also from Emory University. He is a Chartered Financial Analyst and member of the Atlanta Society of Financial Analysts. Profile
TWST: Would you begin with a brief overview of Marco Investment

Management and its objectives and philosophy?

Mr. Marco: About a third of our clients are institutions and about two-

thirds are