Profile
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.
Stephen Herold active positions
| Companies | Position | Start |
|---|---|---|
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance OB USA and their Portfolio Managers primarily utilize a fundamental approach investment analysis. They always take a long-term view. | Portfolio Manager-Equities | - |
Training of Stephen Herold
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance OB USA and their Portfolio Managers primarily utilize a fundamental approach investment analysis. They always take a long-term view. | Finance |
University of British Columbia
University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Stephen Herold
















