![Marc Samuel Usem](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Marc Samuel Usem
Chief Investment Officer bei
Affiance Financial LLC
Profil
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.
Aktive Positionen von Marc Samuel Usem
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Marc Samuel Usem
| Unternehmen | Position | Ende |
|---|---|---|
Usem Bergstrand Capital Management LLC
 Usem Bergstrand Capital Management LLC Investment ManagersFinance Profile Unavailable. | Gründer | 01.02.2016 |
Salomon Brothers
 Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Analyst-Equity | 01.10.1998 |
Edina Morningside Rotary Club | Direktor/Vorstandsmitglied | - |
IVDesk Holdings, Inc.
 IVDesk Holdings, Inc. Packaged SoftwareTechnology Services Develops software as a service application and provides information technology services | Direktor/Vorstandsmitglied | - |
Salomon Smith Barney, Inc.
 Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Ausbildung von Marc Samuel Usem
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
96
Beziehungen ersten Grades
8
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
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