Marc Samuel Usem
Chief Investment Officer at Affiance Financial LLC
Network origin in Marc Samuel Usem first degree
Entity | Entity type | Industry | |
---|---|---|---|
Boston University
218
| College/University | Other Consumer Services | 218 |
The University of Chicago Booth School of Business
83
| College/University | Other Consumer Services | 83 |
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.
1
| Extinct | Investment Managers | 1 |
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.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Marc Samuel Usem via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
GE AEROSPACE | Industrial Machinery | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity President | |
Essex Investment Management Co. LLC
Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
Schroder Investment Management Ltd.
Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Investment Managers | Corporate Officer/Principal | |
Strategic Advisers LLC
Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
AXIS CAPITAL HOLDINGS LIMITED | Multi-Line Insurance | General Counsel | |
OPCOM HOLDINGS | Electrical Products | Founder | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Head-Fixed Income Invts | |
Shenkman Capital Management, Inc.
Shenkman Capital Management, Inc. Investment ManagersFinance Shenkman Capital Management, Inc. (Shenkman) is an independent SEC-registered investment advisor headquartered in New York City, with offices in Stamford, Connecticut; and London, UK. It was founded by Mark R. Shenkman in 1985. The firm provides investment advisory services to a wide variety of clients through multiple platforms, including separately managed accounts, private funds, mutual funds and UCITS. Shenkman is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Portfolio Manager-Fixed Income | |
Goodwin Procter LLP
Goodwin Procter LLP Investment ManagersFinance Goodwin Procter LLP is a law firm which provides advice to companies in public and private enterprises. It provides services to financial, life sciences, private equity, real estate, and technolgy industries. The company was founded in 1912 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Mayer Brown LLP
Mayer Brown LLP Miscellaneous Commercial ServicesCommercial Services Mayer Brown LLP provides legal services in areas of banking & finance, corporate & securities, litigation & dispute resolution antitrust & competition, US supreme court & appellate matters, employment & benefits, environmental, financial services regulatory & enforcement, government & global trade, intellectual property, real estate, tax, restructuring, bankruptcy & insolvency and wealth management. The company was founded in 1881 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | General Counsel Corporate Officer/Principal | |
McGill University | College/University | Masters Business Admin Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Masters Business Admin | |
DePaul University | College/University | Masters Business Admin Graduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree Undergraduate Degree | |
US Military Academy | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
ArentFox Schiff LLP
ArentFox Schiff LLP Miscellaneous Commercial ServicesCommercial Services ArentFox Schiff LLP provides legal services. The firm offers their services in areas including the intellectual property, real estate, telecommunications, healthcare, automotive, sports, white collar, international trade, bankruptcy, and complex litigation. The company was founded in 1942 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Univera Healthcare
Univera Healthcare Life/Health InsuranceFinance Univera Healthcare provides health insurance services. The company provides health insurance coverage to various members throughout eight counties in western New York. It also offers its SeniorChoice health care plan for various members with Medicare. The firm provides HMO, PPO, indemnity, dental, and other health plans to small and large businesses, and individuals. The company is headquartered in Buffalo, NY. | Life/Health Insurance | Corporate Officer/Principal | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Young Presidents' Organization, Inc.
Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Bar Association
Massachusetts Bar Association Miscellaneous Commercial ServicesCommercial Services The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Capstone Corp.
Capstone Corp. Information Technology ServicesTechnology Services Capstone Corp. provides information technology, operational and strategic support services. It specializes in command and control operations; deliberate and adaptive planning services; education, training and exercise support; emergency response and civil operations; special studies and analysis; enterprise information technology operations and maintenance; enterprise information technology solutions and compliance; systems engineering and technical assistance; and technical and administrative services. The firm serves the homeland security and military missions. The company was founded by William J. Moore III in 1984 and is headquartered in Alexandra, VA. | Information Technology Services | Corporate Officer/Principal | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Albany Law School | College/University | Graduate Degree | |
Meritain Health, Inc.
Meritain Health, Inc. Managed Health CareHealth Services Meritain Health, Inc. provides self funded health plans. The firm provides self-funding, medical and cost management, consumer directed health plans, hospital & healthcare system and several other solutions. The company was founded in 1983 and is headquartered in New York City, NY. | Managed Health Care | Compliance Officer | |
United States Joint Forces Command | General Government | Corporate Officer/Principal | |
Brookfield Public Securities Group LLC
Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Massachusetts Academy of Trial Attorneys | Corporate Officer/Principal | ||
The Association of Medical Illustrators | Corporate Officer/Principal | ||
Harvard Medical School | College/University | Corporate Officer/Principal | |
PT Swadharma Kerry Satya
PT Swadharma Kerry Satya Hotels/Resorts/Cruise linesConsumer Services Part of Shangri-La Asia Ltd., PT Swadharma Kerry Satya is an Indonesian company that operates hotels and motels. The company is based in Jakarta, Indonesia. | Hotels/Resorts/Cruise lines | Chairman | |
World Teamtennis International, Inc.
World Teamtennis International, Inc. Movies/EntertainmentConsumer Services World Teamtennis International, Inc. operates a professional and amateur co-ed tennis league. It offers information on hundreds of team programs for adults throughout the United States. The company was founded by Billie Jean King in 1974 and is headquartered in New York, NY. | Movies/Entertainment | Corporate Officer/Principal | |
Takaful Re Ltd.
Takaful Re Ltd. Specialty InsuranceFinance Takaful Re Ltd. engages in Retakaful products and services. Its products include General Retakaful, Family Retakaful and Group Medical Retakaful. The firm’s services include underwriting support and training, risk management and product development. The company was founded on October 11, 2005 and is headquartered in Dubai, United Arab Emirates. | Specialty Insurance | Director/Board Member |
Statistics
International
United States | 42 |
United Kingdom | 3 |
Bermuda | 2 |
Malaysia | 2 |
Canada | 2 |
Sectoral
Finance | 17 |
Consumer Services | 17 |
Commercial Services | 8 |
Government | 4 |
Producer Manufacturing | 3 |
Operational
Corporate Officer/Principal | 202 |
Director/Board Member | 122 |
Undergraduate Degree | 97 |
Graduate Degree | 51 |
Masters Business Admin | 42 |
Most connected contacts
Insiders | |
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Robert Getz | 25 |
Gordon Yen | 23 |
Cynthia A. Gómez | 21 |
Yasser Taki Mohammad Al-Baharna | 19 |
Bryan Biniak | 19 |
Mark Deem | 17 |
Bruce W. Minsky | 17 |
Steven D. Girouard | 14 |
Widigdo Sukarman | 12 |
Michael Zapolin | 12 |
Scott Schermerhorn | 11 |
Nicolay W. Del Salto | 11 |
Adam David Seitchik | 11 |
Mark D. Kaplan | 11 |
Gale Pollock | 10 |
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