The Sierra Investment Team
Over 160+ years of combined experience.
The Sierra Investment Team
Over 100+ years of combined experience.
Marshall Quan
Lead Portfolio Analyst, Portfolio Manager
As Lead Portfolio Analyst and Portfolio Manager at Sierra Investment, 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
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
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.