Profiel
Mr. Marc S.
Usem is a Financial Planner at Affiance Financial LLC.
He joined Affiance Financial in April, 2015.
He helps clients work toward achieving their financial goals by developing financial plans and maintaining strategic investment portfolios.
He is a member of Affiance Financial's investment committee and helps lead the firm's investment and asset allocation strategies.
In addition, he works closely with the Affiance team to support principal Me.
Andy Fishman.
His diverse career has included working as an equity strategist and an Internet analyst, as well as starting his own hedge fund.
In addition, he volunteers as a member of the Minneapolis Jewish Federation Foundation Investment Committee.
He holds a Master of Business Administration from the University of Chicago's Booth School of Business and an undergraduate degree in computer science from Boston University.
Actieve functies van Marc Samuel Usem
| Bedrijven | Functie | Begin |
|---|---|---|
Affiance Financial LLC
Affiance Financial LLC Investment ManagersFinance Affiance Financial primarily employs fundamental analysis when providing clients with investment advice. The firm utilizes a top-down macroeconomic approach. | Chief Investment Officer | 01-01-2023 |
Eerdere bekende functies van Marc Samuel Usem
| Bedrijven | Functie | Einde |
|---|---|---|
Usem Bergstrand Capital Management LLC
Usem Bergstrand Capital Management LLC Investment ManagersFinance Profile Unavailable. | Oprichter | 01-02-2016 |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Analyst-Equity | 01-10-1998 |
Edina Morningside Rotary Club | Directeur/Bestuurslid | - |
IVDesk Holdings, Inc.
IVDesk Holdings, Inc. Packaged SoftwareTechnology Services Develops software as a service application and provides information technology services | Directeur/Bestuurslid | - |
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Opleiding van Marc Samuel Usem
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
IVDesk Holdings, Inc.
IVDesk Holdings, Inc. Packaged SoftwareTechnology Services Develops software as a service application and provides information technology services | Technology Services |
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
Usem Bergstrand Capital Management LLC
Usem Bergstrand Capital Management LLC Investment ManagersFinance Profile Unavailable. | Finance |
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Affiance Financial LLC
Affiance Financial LLC Investment ManagersFinance Affiance Financial primarily employs fundamental analysis when providing clients with investment advice. The firm utilizes a top-down macroeconomic approach. | Finance |
Edina Morningside Rotary Club |
















