Marco Investment Management LLC

Richard Wells is a financial advisor with Marco Investment Management LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to joining Marco Investment Management in 2019, he held positions at firms including Lifetime Income Store Advisors, Camarda Wealth Advisory Group, and Stansberry Asset Management. Marco Investment Management serves individual and institutional clients with discretionary portfolio management, financial planning, and retirement-account advice. The firm employs a multi-member Investment Strategy Committee and utilizes a range of strategies including fundamental and technical analysis, options, and fixed income management.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.

Kenneth Ezell is a CFA® charterholder with 22 years of industry experience. He has been with Marco Investment Management LLC since 2001. The firm serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. Marco Investment Management provides discretionary portfolio management supported by a multi-member Investment Strategy Committee, employing a range of strategies that incorporate fundamental and technical analysis as well as options and derivative techniques.

John Hussa is a financial advisor at Marco Investment Management LLC in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marco Investment Management since 2004. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm provides discretionary portfolio management with an investment approach that incorporates fundamental and technical analysis across multiple strategies, including options and derivative techniques.

David Mcbride is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 2011, where he is part of a five-advisor team. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as pension plans and government entities. Marco Investment Management provides discretionary portfolio management using a combination of fundamental and technical analysis across multiple strategies, including equity and fixed income, and is notable for its management of assets within wrap fee programs.