![Steve Shepherd](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Shepherd
Corporate Officer/Principal bij
BMO Investments, Inc.
Profiel
Mr. Steven W.
Shepherd, CFA, is a Director & Portfolio Manager at BMO Asset Management, Inc. and a Vice President & Senior Manager at BMO Investments, Inc. He joined BMO in 2008, with primary responsibility for oversight of the selection and monitoring of internal and external fund managers, and asset allocation of the firm’s fund of fund solutions and other products.
Mr. Shepherd was previously employed as a Senior Director by Altamira Investment Services, Inc. He started his career in the investment industry in 1994, holding several senior roles in sales and product management before moving into the role of Portfolio Manager in 2013.
He is a graduate of the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.
Actieve functies van Steve Shepherd
| Bedrijven | Functie | Begin |
|---|---|---|
BMO Investments, Inc.
 BMO Investments, Inc. Investment ManagersFinance Part of Bank of Montreal, BMO Investments, Inc. is a company based in Toronto, Canada. The CEO of the Canadian company is Kevin Gopaul. | Corporate Officer/Principal | - |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Portefeuillebeheerder-Aandelen | 01-12-2008 |
Eerdere bekende functies van Steve Shepherd
| Bedrijven | Functie | Einde |
|---|---|---|
Altamira Investment Services, Inc.
 Altamira Investment Services, Inc. Investment ManagersFinance Provides financial and retirement planning services | Corporate Officer/Principal | 31-08-2008 |
Opleiding van Steve Shepherd
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
69
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Finance |
Altamira Investment Services, Inc.
Altamira Investment Services, Inc. Investment ManagersFinance Provides financial and retirement planning services | Finance |
BMO Investments, Inc.
BMO Investments, Inc. Investment ManagersFinance Part of Bank of Montreal, BMO Investments, Inc. is a company based in Toronto, Canada. The CEO of the Canadian company is Kevin Gopaul. | Finance |
Richard Ivey School of Business
 Richard Ivey School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
