2023 -
now Managing Director, Exchange Traded Funds @
2010 -
2023 VP, Exchange Traded Funds @
2008 -
2013 VP, Direct to Investor Strategies @
2003 -
2008 Vice President, Product Management @
1999 -
2003 Managing Director @ TD Asset Management
1993 -
1998 Vice President @
1989 -
1991 Staff Accountant @
Stephen Hoffman Education
The CFA Institute (formerly AIMR)
CFA
1995
-
1997
York University - Schulich School of Business
MBA
1989
-
1992
York University - Schulich School of Business
BBA
1987
-
1989
Western University 1985
-
1987
Stephen Hoffman Skills
Alternative Investments
Banking
Fixed Income
Investment Products
Mergers
Financial Planning
Portfolio Management
Investments
Relationship Management
Finance
Asset Allocation
Strategy
Financial Services
Asset Managment
Equities
Wealth Management
Mutual Funds
Strategic Financial Planning
Investment Strategies
Asset Management
Accountants
Product Management
Business Strategy
Management
Product Development
ETFs
Research
Analysis
Securities
Financial Markets
Investment Management
Stephen Hoffman Summary
Stephen Hoffman, based in Toronto, ON, CA, is currently a Managing Director, Exchange Traded Funds at RBC Global Asset Management. Stephen Hoffman brings experience from previous roles at Canadian ETF Association (CETFA) and RBC Global Asset Management. Stephen Hoffman holds a 1995 - 1997 CFA @ The CFA Institute (formerly AIMR). With a robust skill set that includes Alternative Investments, Banking, Fixed Income, Investment Products, Mergers and more. Stephen Hoffman has 1 emails and 1 mobile phone numbers on RocketReach.
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