SM

Stephan Morency

Vice-président et Chef de l'investissement/Vice-president and Chief investment officer at Fondaction

Stephan Morency has a diverse work experience spanning over several industries and roles.

Stephan began their career in 1995 as an Analyste at Deloitte & Touche, where they worked in corporate finance. In 1998, they joined Desjardins Capital as a Portfolio Manager, a role they held until 2001.

In 2009, Morency started working at Fondaction CSN, where they held various positions over the years. Stephan started as a Portfolio Manager and worked in that role until 2012. From 2012 to 2016, they served as a Senior Portfolio Manager. In 2017, they became the Deputy Chief Investment Officer, Participations Majeures. Finally, in 2019, they were promoted to Vice-President and Chief Investment Officer, a position they currently hold.

In addition to their role at Fondaction CSN, Morency has also held several positions outside of the company. In 2017, they joined Transition énergétique Québec as a Board Member, serving until 2019. In the same year, they also became a Fiduciaire at the Société de développement Angus. In 2019, they joined The Global Impact Investing Network as a Member of the Investor Council.

Most recently, in 2021, Morency began working at L'Union des producteurs agricoles (UPA) as a Fiduciaire at the Fiducie agricole UPA/Fondaction.

Throughout their career, Stephan Morency has demonstrated strong expertise in investment management and finance, and has also actively contributed to various organizations in advisory and leadership roles.

Stephan Morency holds a Baccalauréat en commerce / Bcomm degree from Concordia University. Their field of study focused on finance and business law. No specific information is provided regarding the start or end years of their education.

Links

Timeline

  • Vice-président et Chef de l'investissement/Vice-president and Chief investment officer

    May, 2019 - present

  • Chef adjoint de l'investissement/Deputy Chief Investment Officer, Participations Majeures

    January, 2017

  • Directeur de portefeuille principal/Senior Portfolio Manager

    November, 2012

  • Directeur de portefeuille/Portfolio Manager

    November, 2009

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