John Stephenson Email & Phone Number
Analyst - Thematic Research @ BMO Capital Markets
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John Stephenson Location
- Toronto, ON, CA
John Stephenson Work
- 2018 - now Analyst - Thematic Research @
- 2018 - now Board Member of the Advisory Council for the School of Accounting and Finance @
- 2014 - 2017 President and CEO @
- 1999 - 2017 Strategic Investor Newsletter - Writer @ Stephenson Files
- 2006 - 2014 Senior VP and Portfolio Manager @ First Asset Funds, Inc. (a CI Financial company)
- 2003 - 2006 Partner and Portfolio Manager @
- 2000 - 2003 Co-founder and Portfolio Manager @
- 1997 - 2000 Partner - Utility Practice @
- 1995 - 1997 Senior Manager - Global Accounts Group @
John Stephenson Education
- Global Association of Risk Professionals (GARP)
FRM (Risk Management)
- CFA Institute
CFA (Investments and Securities)
- INSEAD
MBA (Concentration in Finance)
- University of Waterloo
Bachelor of Applied Science (B.A.Sc.) (Mechanical Engineering)
John Stephenson Skills
- Equities
- Mutual Funds
- Wealth Management
- Investment Strategies
- Investments
- Bloomberg
- Capital Markets
- Investment Advisory
- Portfolio Management
- Asset Managment
- Equity Research
- Finance
- ETFs
- Asset Management
- FX Options
- Alternative Investments
- Hedge Funds
- Valuation
- Media and Public Speaking
John Stephenson Summary
- John Stephenson, based in Toronto, ON, CA, is currently a Analyst - Thematic Research at BMO Capital Markets. John Stephenson brings experience from previous roles at Ted Rogers School of Management, Stephenson & Company Capital Management Inc., Stephenson Files and First Asset Funds, Inc. (a CI Financial company). John Stephenson holds a FRM in Risk Management @ Global Association of Risk Professionals (GARP). With a robust skill set that includes Equities, Mutual Funds, Wealth Management, Investment Strategies, Investments and more. John Stephenson has 3 emails and 1 mobile phone numbers on RocketReach.
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