Steven Shepherd, CFA

Vice President, Investment Strategist & Portfolio Manager

Steven has 20 years experience in the investment industry, and currently serves as an investment strategist, focussing primarily on the asset allocation of BMO AM's fund of fund solutions. Steve 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. Steve holds an HBA from the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.