Marco Consulting Group, Inc. (Chicago)


Marco Consulting Group, Inc. is a pension cosultant based in Chicago. It manages $6.6 billion of regulatory assets for 474 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Marco Consulting Group provides pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and proxy voting and independent fiduciary. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marco Consulting Group: assets under management

The assets under management (AUM) of Marco Consulting Group, Inc. is $6.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 350% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marco Consulting Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Marco Consulting Group, Inc.

John Michael Marco has been acting as President since 1 Jul 2001. Eileen Marie Dunbar joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Thomas Allen Sr Mitchell Executive vice president 1 Dec 1987 25% - 50% 1788079
John Michael Marco President 1 Dec 1987 50% - 75% 847245
Greg Allen Kinczewski Vice president/general counsel 1 Mar 1994 Other 2222984
Thomas Allen Mitchell Vice chairman/secretary/treasurer 1 Jul 2001 Other 1788079
John Michael Marco Chairman/president 1 Jul 2001 25% - 50% 847245
Thomas Allen Sr Mitchell Vice chairman 1 Jul 2001 25% - 50% 1788079
Ian Wilson Jones President/chief executive officer 1 Jul 2001 Other 2492862
Richard Edward Graf Chief executive officer 1 Aug 2006 Other 1092879
Michael Dennis Joyce Executive vice president 1 Jun 2007 Other 5476877
Matthew Daniel Deconcini Chief compliance officer 1 Jun 2010 Other 5881433
Russell Campbell Chief executive officer 1 Aug 2010 Other 4712328
Susan Ann Crotty Senior vice president 1 Jan 2011 Other 4201539
Amy Kristen Forebaugh Vp/director fiduciary services 1 Jan 2011 Other 2298956
Eileen Marie Dunbar Chief operating officer 1 Sep 2011 Other 2073492
Jason T Zenk Chief executive officer 1 Dec 2011 Other 6039884

Based in Chicago

The principal office where Marco Consulting Group, Inc. performs its advisory services is located at 550 West Washington, Chicago, IL 60661, which is also the mailing address of the firm. An additional office of the firm is in Braintree, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-575-9000 or by fax 312-575-9840. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at marcoconsulting.com.