Stephen joined Cidel in 2010. He is responsible for investment analysis, portfolio management, client service and sales.

Stephen has 27 years of cumulative experience in investment analysis, portfolio management, client service and sales. Prior to Cidel he worked with two major Canadian financial organizations and a major U.K. based international money manager.

Stephen is a graduate of Manchester University in Accounting and Law, is a Fellow of the Institute of Chartered Accountants in England & Wales, and is a CFA® Charterholder.