Steve Shepherd

Corporate Officer/Principal at

BMO Investments, Inc.

Finance

Consumer Services

Profile

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.

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 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.	Portfolio Manager-Equities	2008-11-30

All active positions of Steve Shepherd

Former positions of Steve Shepherd

Companies	Position	End
Altamira Investment Services, Inc. Altamira Investment Services, Inc. Investment ManagersFinance Provides financial and retirement planning services	Corporate Officer/Principal	2008-08-30

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Linked companies

Private companies	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