Steve Shepherd
Corporate Officer/Principal presso BMO Investments, Inc.
Provenienza dei contatti di primo grado di Steve Shepherd
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Richard Ivey School of Business
64
| College/University | Other Consumer Services | 64 |
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.
58
| Subsidiary | Investment Managers | 58 |
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.
7
| Subsidiary | Investment Managers | 7 |
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.
2
| Extinct | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steve Shepherd tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Analyst-Equity Investment Committee Member | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Toronto | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Director/Board Member Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member | |
BMO Private Investment Counsel, Inc.
 BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Investment Managers | Corporate Officer/Principal Director of Finance/CFO Investment Committee Member Chief Investment Officer | |
| The Schulich School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| York University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
| BMO LONG-TERM US TREASURY BOND INDEX ETF | Investment Trusts/Mutual Funds | Chairman Chief Investment Officer Chief Executive Officer | |
| McMaster University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Macquarie Capital Markets Canada Ltd.
 Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Investment Banks/Brokers | Analyst-Equity President | |
| London Business School | College/University | Graduate Degree Graduate Degree | |
BreakawayGrowth LLC
 BreakawayGrowth LLC Investment ManagersFinance BreakawayGrowth LLC (BreakawayGrowth) is a venture capital firm founded in 2018 by Chris Albinson and Paul Heydon. The firm is headquartered in Larkspur California. | Investment Managers | Founder Founder | |
Birch Hill Equity Partners Management, Inc.
 Birch Hill Equity Partners Management, Inc. Investment ManagersFinance Birch Hill Equity Partners Management, Inc (Birch Hill Equity Partners) is a private equity firm founded in 1994 by Steve J Dent and John B MacIntyre. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Private Equity Investor | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
National Bank Financial, Inc.
 National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Sectoral Asset Management, Inc.
 Sectoral Asset Management, Inc. Investment ManagersFinance Sectoral Asset Management, Inc. (Sectoral) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2000 by Jérôme G. Pfund and Michael J. Sjöström. They are a wholly-owned subsidiary of Sectoral Asset Management Holding Ltd. in Hong Kong. Sectoral manages public and private equity healthcare strategies for investors around the world. Their clients include sovereign wealth funds, private banks, and family offices. In addition, they have long-standing sub-advisory relationships with institutional investors in Europe and Asia. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
Picton Mahoney Asset Management
 Picton Mahoney Asset Management Investment ManagersFinance Picton Mahoney Asset Management is a hedge fund manager headquartered in Toronto, Ontario. The firm was founded by David Picton, Michael Kuan and Michael Kimmel in 2004 and provides investment solutions to institutional, retail and high net-worth investors in Canada and around the world. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Rotman School of Management | College/University | Graduate Degree Graduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
| Simon Fraser University | College/University | Doctorate Degree Graduate Degree | |
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| SPIN MASTER CORP. | Recreational Products | Founder Founder | |
| BANK OF MONTREAL | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Canada Pension Plan Investment Board
 Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of Alberta | College/University | Undergraduate Degree Undergraduate Degree | |
Spin Master Ltd.
 Spin Master Ltd. Recreational ProductsConsumer Durables Spin Master Ltd. manufactures and markets consumer products for children. Its brands include Bakugan Battle Brawler, Air Hogs and Tech Deck in boy's product line and Liv in girl's product line. The firm has marked an entry into children's media with the launch of Spin Master Entertainment, a division focusing on the design, development and production of television and other media properties, includes a 2011-slated Bakugan feature film with partner Universal Pictures. The company was founded by Anton Rabie, Ronnen Harary and Ben Varadi in 1994 and is headquartered in Toronto, Canada. | Recreational Products | Founder Founder | |
Spin Master, Inc.
 Spin Master, Inc. Recreational ProductsConsumer Durables Spin Master, Inc. designs, develops, and manufactures toys for kids. Its brands include Bakugan Battle Brawler, Air Hogs, Tech Deck in boy''s product line and Liv in girl''s product line. The company was founded on January 26, 2007 and is headquartered in Los Angeles, CA. | Recreational Products | Chief Executive Officer Corporate Officer/Principal | |
| DeGroote School of Business | College/University | Corporate Officer/Principal | |
Freedom Cannabis, Inc.
 Freedom Cannabis, Inc. Pharmaceuticals: OtherHealth Technology Freedom Cannabis, Inc. is a Canadian vertically-integrated cannabis company that focuses on producing high-quality cannabis products and providing contract services for third parties. The private company is based in Acheson, Canada. The company operates in a state-of-the-art, 120,000 square foot indoor production facility in Canada. Freedom Cannabis harnesses clean energy and supports local initiatives, embodying a holistic approach to business that extends to both consumers and communities. The company offers innovative products to both the medical and recreational legal cannabis markets in Canada and the US, operating under two licensed manufacturing facilities. Freedom Cannabis has an extensive portfolio of high-quality cannabis products under various brands, including Purefarma, Pura Vida, Rad, Premium 5, Thrifty, Adults Only, Feelgood, the CB4 suite of medical products in Canada, and ArthroCBD in the US. The company was founded in 2017 by Julie Girad Potestio and Gianfranco Potestio, with Gianfranco Potestio serving as the CEO since then. | Pharmaceuticals: Other | Chief Executive Officer | |
CIBC Securities, Inc.
 CIBC Securities, Inc. Investment ManagersFinance CIBC Securities, Inc. is a fund distributor located in Toronto, Ontario. The firm is a subsidiary of the Canadian Imperial Bank of Commerce (NYSE: CM). The firm is the principal distributor of the CIBC Mutual Funds and the CIBC Family of Managed Portfolios. The CIBC Family of Managed Portfolios consists of CIBC Managed Portfolios and CIBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in CIBC Mutual Funds. | Investment Managers | Corporate Officer/Principal | |
| University of Manitoba | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Canada | 46 |
| Stati Uniti | 5 |
| Regno Unito | 2 |
Settori
| Finance | 21 |
| Consumer Services | 17 |
| Miscellaneous | 11 |
| Consumer Durables | 4 |
| Health Technology | 2 |
Posizioni
| Director/Board Member | 184 |
| Corporate Officer/Principal | 133 |
| Undergraduate Degree | 90 |
| Portfolio Manager-Equities | 67 |
| Analyst-Equity | 46 |
Contatti più connessi
| Insiders | |
|---|---|
| Douglas Trussler | 31 |
| Marc Lavine | 27 |
| Chris Albinson | 24 |
| Nicholas Bontis | 21 |
| Judith Baker | 17 |
| Robert Sarrazin | 16 |
| Colinda Parent | 14 |
| Massimo Bonansinga | 14 |
| Charles Dutil | 13 |
| David McKay | 13 |
| Jonathan Graff | 13 |
| Gary Rubinoff | 13 |
| Kelly Smith | 12 |
| John Jung | 12 |
| Anton Rabie | 11 |
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