Marcia J. Zercoe
Market Strategist at Mount Vernon Associates, Inc.
Profile
Ms. Marcia J.
Zercoe is Vice President & Investment Strategist at Mount Vernon Associates, Inc. She has over 20 years of experience in the institutional fixed income marketplace and has benefited from exposure to a broad range of clients, from public to private entities, Taft-Hartley, endowments, mutual funds and individuals.
She is a member of the Board of Trustees for Maryland State Teachers and Public Employees Supplemental Retirement Plan, Chair of the Investment Committee for Maryland Supplemental Retirement Plan, Member of the Board of Directors and the Investment Committee of Towson University Foundation.
Prior to joining Mount Vernon Associates in 2010, Ms. Zercoe was a Principal and Director of Fixed Income at 1838 Investment Advisors where she co-managed $2.5bn of the firm’s $5bn assets.
She also formulated the investment strategy and oversaw the Fixed Income Department of portfolio managers, analysts, traders and administrative personnel.
Previously, she was Director of Fixed Income at First National Bank/Allied Investment Advisors where she managed institutional bond portfolios and formulated fixed income investment strategy for the $4bn Trust Department.
She was also Director of Fixed Income at Provident Capital Management where she managed $2.5bn in institutional fixed income assets, formulated the investment strategy and oversaw the fixed income personnel.
Previously she was the Senior Portfolio Manager at the Baltimore Life Insurance Company where she managed $300mm investment portfolio as well as performed company research and economic analysis.
She started her career as a Fixed Income Trader and a Portfolio Manager at Mercantile-Safe Deposit and Trust Co. where she managed $5.0bn in money market funds and intermediate-term bond funds and oversaw the Fixed Income trading desk.
Ms. Zercoe graduated from Loyola University with a Master of Finance degree and from Towson University with a B.S.
in Economics and Finance.
Marcia J. Zercoe active positions
Companies | Position | Start |
---|---|---|
Mount Vernon Associates, Inc.
Mount Vernon Associates, Inc. Investment ManagersFinance Mount Vernon Associates, Inc. (MVA) is an independent registered investment management firm headquartered in Baltimore, Maryland. The firm was co-founded by Silas Winfield Cain in 1986. MVA provides asset management services for pension funds, profit-sharing plans, endowments, foundations, trusts and private investors. | Market Strategist | 2009-12-31 |
Training of Marcia J. Zercoe
Towson University | Undergraduate Degree |
Loyola University Maryland, Inc. | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Mount Vernon Associates, Inc.
Mount Vernon Associates, Inc. Investment ManagersFinance Mount Vernon Associates, Inc. (MVA) is an independent registered investment management firm headquartered in Baltimore, Maryland. The firm was co-founded by Silas Winfield Cain in 1986. MVA provides asset management services for pension funds, profit-sharing plans, endowments, foundations, trusts and private investors. | Finance |
- Stock Market
- Insiders
- Marcia J. Zercoe