![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
Direttore degli Investimenti presso
Affiance Financial LLC
Profilo
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.
Posizioni attive di Marc Samuel Usem
| Società | Posizione | Inizio |
|---|---|---|
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. | Direttore degli Investimenti | 01/01/2023 |
Precedenti posizioni note di Marc Samuel Usem
| Società | Posizione | Fine |
|---|---|---|
Usem Bergstrand Capital Management LLC
 Usem Bergstrand Capital Management LLC Investment ManagersFinance Profile Unavailable. | Fondatore | 01/02/2016 |
Salomon Brothers
 Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Analyst-Equity | 01/10/1998 |
Edina Morningside Rotary Club | Direttore/Membro del Consiglio | - |
IVDesk Holdings, Inc.
 IVDesk Holdings, Inc. Packaged SoftwareTechnology Services Develops software as a service application and provides information technology services | Direttore/Membro del Consiglio | - |
Salomon Smith Barney, Inc.
 Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Formazione di Marc Samuel Usem
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
97
Relazioni di 1° grado
8
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
