Steffan Morris Email
Portfolio Manager @ BMO Nesbitt Burns
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Steffan Morris Location
- Toronto, ON, CA
Steffan Morris Work
- Portfolio Manager @ (May 2017 - Present)
- Associate Portfolio Manager @ (January 2017 - Present)
- Investment Counsellor @ HSBC Private Wealth Services (Canada) Inc. (January 2015 - January 2017)
- Manager, Portfolio Management Group @ (March 2014 - May 2015)
- Senior Fixed Income and Foreign Exchange Dealer @ (January 2003 - January 2013)
- Fixed Income Sales Trader @ Insinger de Beaufort - BNP Paribas Wealth Management (January 2001 - January 2002)
- Analyst @ (January 1997 - January 2001)
Steffan Morris Education
- University of Reading
MSc (International Securities, Investment & Banking)
1997 - Kingston University
BA (Hons) (Accounting & Finance)
1995
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 @ 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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