CFA
Gestionnaire de portefeuille principal
Steven has over thirty years of asset management experience, including international institutional and private wealth positions.
Steven is currently a Senior Portfolio Manager at Wellington-Altus Private Counsel. With his well-rounded experience in the capital markets, he develops and manages investment portfolios for individuals and families. Steven began his career in private wealth at a large Vancouver-based investment firm as a private client advisor. He then spent 12 years in Asia, working with two leading investment firms. In Hong Kong, he served as a global market strategist conducting macroeconomic and foreign exchange research within fixed-income markets. In Singapore, he led business development and product strategy. Most recently, Steven was a Client Portfolio Manager at an independent Canadian investment firm working out of their Calgary office.
Steven graduated from the University of British Columbia with a BA in History (minoring in Economics), and is a CFA Charterholder.
Steven is an active member in his community. He currently sits on the Board of Directors of the Mount Royal University Foundation. He is also an advocate for mental health and suicide prevention awareness and founded the Mindful Men Association in 2024.