Marc Samuel Usem

Chief Investment Officer at

Affiance Financial LLC

62 year

97 connections

Finance

Consumer Services

Technology Services

Profile

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.

Marc Samuel Usem active positions

Companies	Position	Start
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	2022-12-31

All active positions of Marc Samuel Usem

Former positions of Marc Samuel Usem

Companies	Position	End
Usem Bergstrand Capital Management LLC Usem Bergstrand Capital Management LLC Investment ManagersFinance Profile Unavailable.	Founder	2016-01-31
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Analyst-Equity	1998-09-30
Edina Morningside Rotary Club	Director/Board Member	-
IVDesk Holdings, Inc. IVDesk Holdings, Inc. Packaged SoftwareTechnology Services Develops software as a service application and provides information technology services	Director/Board Member	-
Salomon Smith Barney, Inc. Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-

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Linked companies

Private companies	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