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Sierra Investment Management Logo

The Sierra Investment Team

Over 160+ years of combined experience.

The Sierra Investment Team

Over 100+ years of combined experience.

Marshall Quan

Marshall Quan

Lead Portfolio Analyst, Portfolio Manager

As Lead Portfolio Analyst at Sierra, Marshall Quan enjoys discovering new vehicles for clients to invest in, as well as identifying changes in trends as they occur. Ever attentive to helping clients preserve their wealth, Marshall is responsible for investment monitoring and analysis, securities screening execution and reporting, technical analysis, and portfolio construction, among other investment management and operational duties.

Marshall earned his BS degree in Business Administration: Classical Management – Finance from Cal State University at Dominguez Hills. He joined Sierra in 1999.

Marshall Quan

Marshall Quan

Lead Portfolio Analyst, Portfolio Manager

As Lead Portfolio Analyst at Sierra, Marshall Quan enjoys discovering new vehicles for clients to invest in, as well as identifying changes in trends as they occur. Ever attentive to helping clients preserve their wealth, Marshall is responsible for investment monitoring and analysis, securities screening execution and reporting, technical analysis, and portfolio construction, among other investment management and operational duties.

Marshall earned his BS degree in Business Administration: Classical Management – Finance from Cal State University at Dominguez Hills. He joined Sierra in 1999.

Marshall Quan

Marshall Quan

Lead Portfolio Analyst, Portfolio Manager

As Lead Portfolio Analyst at Sierra, Marshall Quan enjoys discovering new vehicles for clients to invest in, as well as identifying changes in trends as they occur. Ever attentive to helping clients preserve their wealth, Marshall is responsible for investment monitoring and analysis, securities screening execution and reporting, technical analysis, and portfolio construction, among other investment management and operational duties.

Marshall earned his BS degree in Business Administration: Classical Management – Finance from Cal State University at Dominguez Hills. He joined Sierra in 1999.

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The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, Inc.