Postes actifs de Marshall Quan
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Wright Fund Management LLC
 Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Analyst-Equity | 01/01/2022 | - |
| Gestionnaire de Portefeuille-Actions | 01/01/2022 | - |
Historique de carrière de Marshall Quan
Anciens postes connus de Marshall Quan
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Sierra Investment Management, Inc.
 Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Comptroller/Controller/Auditor | 26/03/2012 | - |
Formation de Marshall Quan
| California State University-Dominguez Hills | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Comptroller/Controller/Auditor | 1 |
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Sierra Investment Management, Inc.
Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Finance |
Wright Fund Management LLC
Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Finance |
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