Marc Samuel Usem
Chief Investment Officer at Affiance Financial LLC
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 LLC is an independent registered investment advisor headquartered in St. Louis Park, Minnesota. It was founded by Steve Lear and Andy Fishman in 2000. The firm offers advisory services to individuals, pension and profit -haring plans, charitable organizations, corporations or other businesses. | Chief Investment Officer | 01/01/2023 |
Former positions of Marc Samuel Usem
| Companies | Position | End |
|---|---|---|
Usem Bergstrand Capital Management LLC
 Usem Bergstrand Capital Management LLC Investment ManagersFinance Usem Bergstrand Capital Management LLC is an independent hedge fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1999 by Marc Usem and Hakan Bergstrand. They manages assets of high net-worth clients. | Founder | 01/02/2016 |
| Salomon Brothers | Analyst-Equity | 01/10/1998 |
| Edina Morningside Rotary Club | Director/Board Member | - |
IVDesk Holdings, Inc.
 IVDesk Holdings, Inc. Packaged SoftwareTechnology Services IVDesk Holdings, Inc. provides complete cloud computing services. It offers services to small to mid-sized organizations. The firm's services include private cloud, cloud hosting, and professional services. The company was founded by Larry D. Ingwersen, William E. Sorenson, and James J. Polakowski in March 2012 and is headquartered in Minneapolis, MN. | Director/Board Member | - |
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | - |
Training of Marc Samuel Usem
| Boston University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
IVDesk Holdings, Inc.
IVDesk Holdings, Inc. Packaged SoftwareTechnology Services IVDesk Holdings, Inc. provides complete cloud computing services. It offers services to small to mid-sized organizations. The firm's services include private cloud, cloud hosting, and professional services. The company was founded by Larry D. Ingwersen, William E. Sorenson, and James J. Polakowski in March 2012 and is headquartered in Minneapolis, MN. | Technology Services |
| Salomon Brothers | Finance |
Usem Bergstrand Capital Management LLC
Usem Bergstrand Capital Management LLC Investment ManagersFinance Usem Bergstrand Capital Management LLC is an independent hedge fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1999 by Marc Usem and Hakan Bergstrand. They manages assets of high net-worth clients. | Finance |
| Salomon Smith Barney, Inc. | Finance |
Affiance Financial LLC
Affiance Financial LLC Investment ManagersFinance Affiance Financial LLC is an independent registered investment advisor headquartered in St. Louis Park, Minnesota. It was founded by Steve Lear and Andy Fishman in 2000. The firm offers advisory services to individuals, pension and profit -haring plans, charitable organizations, corporations or other businesses. | Finance |
| Edina Morningside Rotary Club |
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