Marshall Quan

Analyst-Equity at

Ocean Park Asset Management LLC

Finance

Consumer Services

Profile

Mr. Marshall Quan is a Lead Portfolio Analyst & Portfolio Manager at Ocean Park Asset Management LLC.
He is responsible for portfolio management, investment monitoring and analysis, securities screening and reporting, technical analysis and portfolio construction among other investment management and related operational duties.
Mr. Quan was previously employed as a Principal by Sierra Investment Management, Inc. He earned his BS in Business Administration: Classical Management – Finance from Cal State University at Dominguez Hills.

Marshall Quan active positions

Companies	Position	Start
Ocean Park Asset Management LLC Ocean Park Asset Management LLC Investment ManagersFinance OPAM aims to produce total, long-term return while focusing on managing downside risk, as measured by drawdowns. The Sierra Mutual Funds focuses on risk management and disciplined “rules-based” investment style. The firm will sell a security when their quantitative decision rules identify a downtrend in the price of a security.	Analyst-Equity	2021-12-31

All active positions of Marshall Quan

Former positions of Marshall Quan

Companies	Position	End
Sierra Investment Management, Inc. Sierra Investment Management, Inc. Investment ManagersFinance Sierra is an active manager for all their strategies and does not employ a passive buy and hold strategy. When the firm’s risk-management discipline gives a Sell signal, they will move all or a part of the client’s assets temporarily into a money market or similar safe-haven fund. When their discipline gives a Buy signal, they move assets back into the same fund unless, in the interim, the Portfolio Managers have identified a more attractive fund.	Comptroller/Controller/Auditor	-

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Linked companies

Private companies	3
California State University-Dominguez Hills California State University-Dominguez Hills Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sierra Investment Management, Inc. Sierra Investment Management, Inc. Investment ManagersFinance Sierra is an active manager for all their strategies and does not employ a passive buy and hold strategy. When the firm’s risk-management discipline gives a Sell signal, they will move all or a part of the client’s assets temporarily into a money market or similar safe-haven fund. When their discipline gives a Buy signal, they move assets back into the same fund unless, in the interim, the Portfolio Managers have identified a more attractive fund.	Finance
Ocean Park Asset Management LLC Ocean Park Asset Management LLC Investment ManagersFinance OPAM aims to produce total, long-term return while focusing on managing downside risk, as measured by drawdowns. The Sierra Mutual Funds focuses on risk management and disciplined “rules-based” investment style. The firm will sell a security when their quantitative decision rules identify a downtrend in the price of a security.	Finance