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Stephen Herold
Portefeuillebeheerder-Aandelen bij Odlum Brown USA Investment Management Ltd.
Profiel
Mr. Stephen Herold is a Portfolio Manager at Odlum Brown USA Investment Management Ltd.
As a Portfolio Manager, Mr. Herold is fully registered to advise on the full range of investment products, including options.
He follows a disciplined portfolio strategy to develop a custom investment plan for each client.
Determining financial objectives and risk tolerance is paramount.
His passion for the investment industry brought him to Odlum Brown in 2001.
Mr. Herold began his career with a forestry consulting firm.
He received his Bachelor of Science degree in Physical Geography from the University of British Columbia.
Actieve functies van Stephen Herold
Bedrijven | Functie | Begin |
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Odlum Brown USA Investment Management Ltd.
![]() Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Stephen Herold
University of British Columbia | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Odlum Brown USA Investment Management Ltd.
![]() Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities. | Finance |