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About
Marc Usem is Partner and Chief Investment Officer at Affiance Financial, where he leads the Investment Committee and directs the firm’s investment and asset allocation strategies. Based in Minneapolis, Marc also heads the Financial Planning Department, working closely with clients to develop strategic investment portfolios and comprehensive financial plans.
His expertise spans equity strategy, internet sector analysis, and hedge fund management, with particular focus on diversified portfolio construction, equities, and alternative asset strategies. He also serves on the investment committees of both the Minneapolis Jewish Federation Foundation and Beth El Synagogue, contributing thought leadership and oversight to institutional portfolios.
Marc holds an MBA in Statistics and Finance from the University of Chicago Booth School of Business and a BA in Computer Science from Boston University. Recognized for his analytical rigor and client-focused approach, he is known for aligning investment strategy with personal and organizational financial goals, particularly in equity markets and diversified asset allocation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Affiance Financial | Chief Investment Officer | Apr 2015 to Present | — |
| Affiance Financial | Director of Trading and Financial Planner | May 2015 to Present | Affiance Financial is a Registered Investment Adviser committed to helping you improve your long-term financial success. Experience has shown us that adversity is part of life. We cannot control the w... |
| Minneapolis Federation Foundation | Investment Committee Member | Aug 2012 to Present | Assist in strategic portfolio management, performance evaluation, asset allocation, investment evaluation, and policy design. |
| Ivdesk | Board Member | Oct 2012 to Oct 2017 | * Board member and advisory board member of computer outsourcing
* private cloud
* company. |
| Usem Bergstrand Capital Management | Principal | Jan 1999 to Apr 2015 | Co-Manager of QuantOne Partners, LP, a quantitative market neutral equity hedge fund. QuantOne employs a quantitative market neutral equity investment strategy to build approximately equal risk-weight... |
| Posnavitas | Advisory Board Member | Jan 2007 to Jul 2012 | Advisory board member and consultant for PosNavitas Inc., holding company for Aspect Loss Prevention and TDX Tech. Provided consulting services leading to sale of Aspect Loss Prevention to Verisk Anal... |
| Edina Morningside Rotary Club | Board Member | Jan 2002 to Jan 2009 | — |
| Edina Morningside Rotary Club | President | Jan 2007 to Jan 2008 | — |
| Salomon Smith Barney | Vice President | Jul 1996 to Dec 1998 | Sr. Equity Research Analyst covering the Internet Industry |
| Salomon Brothers | Equity Strategist | Jul 1993 to Jul 1996 | Managed Salomons small-cap recommended portfolio and published small-cap equity strategy research. |
Education
University of Chicago Booth School of Business
Master Of Business Administration, Statistics, Finance
1991 — 1993
Boston U
Bachelor Of Arts, Computer Science
1982 — 1986
Skills & Expertise
Others at Affiance Financial, LLC (2)
| Name | Role | Location |
|---|---|---|
 | Investment Analyst | Elk River, MN , United States |
 | Investment Analyst and Trader | Eau Claire, WI , United States |
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