Marc Usem


Marc is currently employed in the wealth management arena working with successful family businesses of all sizes and industries.

In addition, Mr. Usem has been extensively involved in private equity transactions including the creative structuring of debt and equity investments in the software, telecom, health care and real estate industries.

Marc was Vice President and senior publishing technology analyst in the equity research department at Solomon Smith Barney where he started the firms’ internet industry coverage.

Previously, Mr. Usem spent more than two years as an equity strategist at Solomon Brothers focusing on the development of broad market investment themes while concentrating on small cap strategy and stock selection for the firms’ small cap portfolio. Mr. Usem joined Salomon brothers in 1993.

Mr. Usem received an MBA from the University of Chicago and BA, Magna Cum Laude from Boston University.

When not working, Marc enjoys spending time on the north shore of Lake Superior with his family.