Steffan Morris
Portfolio Manager @Bmo Nesbitt Burns
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WORK HISTORY
Portfolio Manager @Bmo Nesbitt Burns
Toronto, ON, CA
EDUCATION
The University of Reading
MSc
Kingston University
BA (Hons)
SKILLS
ABOUT STEFFAN MORRIS
I am an accomplished financial services professional and CFA charterholder with international industry experience. As a successful strategic and numerate thinker, I have a proven track record of delivering analytical solutions that are client-focused. I build strong relationships that allow me to identify and evaluate actionable ideas that exceed clients\' goals and expectations. Using my insightful interpersonal and communication skills, I enjoy mentoring and sharing my expertise with clients and colleagues who have a variety of investment knowledge levels. Specialties: Investment Advisory and Trading - Wealth Management - International Fixed Income and Money Markets - Portfolio Analysis - Security Analysis - Fundamental Analysis - Foreign Exchange - Bloomberg Functionality - Charles River
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