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Marshall Quan
Analyst-Equity chez
Ocean Park Asset Management LLC
Profil
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.
Postes actifs de Marshall Quan
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/01/2022 |
Anciens postes connus de Marshall Quan
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Marshall Quan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
