Steve Shepherd
Corporate Officer/Principal at BMO Investments, Inc.
Profile
Mr. Steven W.
Shepherd, CFA, is a Director & Portfolio Manager at BMO Asset Management, Inc. (BMO AM) and a Vice President & Senior Manager at BMO Investments, Inc. He has over 20 years’ experience in the investment industry, and currently serves as an investment strategist, focusing primarily on the asset allocation of BMO AM’s fund of fund solutions.
He has had senior roles in sales and product development, most recently as Vice President, Equity Strategies with BMO Investments Inc., where he was responsible for the oversight of the bank’s equity mutual funds, including manager due diligence, performance analysis and market commentary.
He holds an HBA from the Richard Ivey School of Business at the University of Western Ontario and is a CFA charter holder.
Steve Shepherd active positions
| Companies | Position | Start |
|---|---|---|
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, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Portfolio Manager-Equities | 2008-11-30 |
Former positions of Steve Shepherd
| Companies | Position | End |
|---|---|---|
Altamira Investment Services, Inc.
 Altamira Investment Services, Inc. Investment ManagersFinance Altamira Investment Services, Inc. provides investment management services. It offers investment solutions including mutual funds, savings accounts, principal-protected notes, and managed portfolio services. The company is headquartered in Ontario, Canada. | Corporate Officer/Principal | 2008-08-30 |
Training of Steve Shepherd
| Richard Ivey School of Business | Undergraduate Degree |
Experiences
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Connections
1st degree connections
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Female
Members of the board
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Linked companies
| Private companies | 3 |
|---|---|
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 |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Finance |
Altamira Investment Services, Inc.
Altamira Investment Services, Inc. Investment ManagersFinance Altamira Investment Services, Inc. provides investment management services. It offers investment solutions including mutual funds, savings accounts, principal-protected notes, and managed portfolio services. The company is headquartered in Ontario, Canada. | Finance |
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