Steffan Morris Email
Portfolio Manager @ BMO Nesbitt Burns
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Steffan Morris Location
- Toronto, ON, CA
Steffan Morris Work
- 2017 -now Portfolio Manager @
- 2017 -now Associate Portfolio Manager @
- 2015 -2017 Investment Counsellor @ HSBC Private Wealth Services (Canada) Inc.
- 2014 -2015 Manager, Portfolio Management Group @
- 2003 -2013 Senior Fixed Income and Foreign Exchange Dealer @
- 2001 -2002 Fixed Income Sales Trader @ Insinger de Beaufort - BNP Paribas Wealth Management
- 1997 -2001 Analyst @
Steffan Morris Education
- The University of Reading
MSc (International Securities, Investment & Banking)
- Kingston University
BA (Hons) (Accounting & Finance)
Steffan Morris Skills
- Fixed Income
- Bloomberg
- Securities
- Wealth Management
- Asset Allocation
- Equities
- Capital Markets
- Investments
- Asset Managment
- Portfolio Management
- Financial Markets
- Bloomberg Terminal
- Credit
- Bonds
- Investment Advisory
- Investment Strategies
- Structured Products
- Mutual Funds
- Derivatives
- Hedge Funds
- Trading
- Options
- Equity Research
- Money Market
- Foreign Exchange
- ETFs
- Finance
- Settlement
- Asset Management
- Wealth Management Services
Steffan Morris Summary
- Steffan Morris, based in Toronto, ON, CA, is currently a Portfolio Manager at BMO Nesbitt Burns. Steffan Morris brings experience from previous roles at BMO Nesbitt Burns, HSBC Private Wealth Services (Canada) Inc., BMO Private Banking and HSBC Securities. Steffan Morris holds a MSc in International Securities, Investment & Banking @ The University of Reading. With a robust skill set that includes Fixed Income, Bloomberg, Securities, Wealth Management, Asset Allocation and more. Steffan Morris has 1 emails on RocketReach.
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