BMO Nesbitt Burns
525 8th Avenue SW
Managing Director and Head of Private Client Research
Stéphane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stéphane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the Head of Private Client Research, Stéphane is also responsible for the overall direction and oversight of the team’s publications.
Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports. He also managed the Credit Suisse Focus List and outperformed the S&P 500 seven consecutive years. Prior to joining Credit Suisse in 2004, he spent six years working with a major Canadian bank in Toronto.
Stéphane is a CFA charter holder and holds an MBA from McGill University.