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Biography



Steven Shepherd, Vice President, Portfolio Manager, Asset Allocation
Steven Shepherd, CFA
Vice President, Portfolio Manager
Asset Allocation

BMO Asset Management Inc.

Steve has over 20 years' experience in the investment industry, and currently serves as portfolio manager and investment strategist, focussing primarily on the asset allocation of BMO Asset Management Inc.'s fund of fund solutions.

He has held 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, portfolio construction, performance analysis and market commentary.

Steve holds an HBA from the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.

Funds Managed:


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