Yan Shterev CPA, CMA, CFA, CAIA

Yan Shterev


514 954-3324


Senior Vice President, Client Service, Institutional Markets

Yan Shterev is a member of the Institutional Markets team and is responsible for client servicing and business development for institutional clients.

Yan has more than 20 years of industry experience and has been with the firm since 2006. Prior experiences include Portfolio Analyst, Pooled Fund Accountant and Senior Administrator positions at leading Canadian investment management firms.

Yan graduated from Université du Québec à Montréal with a Bachelor of Business Administration (BBA) majoring in Management Accounting. He also holds the Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.