Stephen Carlin, CFA
Senior Vice-President and Head of Equity Investments

Steve Carlin

Steve Carlin is Senior Vice President and Head of Equity Investments with responsibility for the firm's investment process within the equity division and has over 25 years investment experience. As head of the equity team, he oversees domestic and international equity investments totalling $1.6 billion and is a key member of the Canadian Asset Allocation Committee. Steve also serves as Lead Portfolio Manager on Canadian, U.S. and global equity mandates as well as co-managing the asset allocation equity portfolios. Prior to joining the AEGON Capital Management in 2009, Steve was a Canadian equity portfolio manager with KBSH. His former positions included Director, Canadian Equities at CT Investment Management Group, Portfolio Manager, Canadian Equities at BonaVista Asset Management and investment analyst at Confed Investment Counselling and Crown Life. He also has four years of commercial banking experience.

Steve is a graduate of the University of Western Ontario (BA) and a Chartered Financial Analyst (CFA) charter holder.

 

 
   
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