Stephen Herold BSc, CIM
Portfolio Manager
vancouver
Phone: (604) 844-5395
Toll-free: (888) 886-3586
Fax: (604) 669-6392
Email: sherold@odlumbrown.com
Assistant/Associate:
Michelle Sullivan
Phone: (604) 844-5374
Email: msullivan@odlumbrown.com

Profile

With a Bachelor of Science degree from the University of British Columbia, Stephen began his career with a forestry consulting firm. His passion for the investment industry brought him to Odlum Brown in 2001.

As a Portfolio Manager, Stephen is fully registered to advise on the full range of investment products, including options. He follows a disciplined portfolio strategy to develop a custom investment plan for each client. Determining financial objectives and risk tolerance is paramount.

By utilizing his experience and knowledge, and applying the principles of dedication and integrity to every aspect of his business, Stephen keeps the best interest of his clients foremost. He believes that it is critical to review and monitor his clients’ investments regularly because personal financial objectives and needs evolve, and so too, do the economy and the financial markets. Furthermore, Stephen remains committed to staying abreast of trends and changes in the financial services industry through continuing education.