The quality of our people is the cornerstone of our ability to serve our clients. For this reason, we invest tremendous resources in identifying exceptional people, developing their skills and creating an environment that fosters their growth as leaders.
Our people join Morneau Shepell’s Asset & Risk Management for the opportunity to apply their talents to complex, important challenges. Their diversity of background, discipline, nationality and outlook ensures our clients receive a singular balance of deep and broad expertise.
Jean Bergeron is Managing Partner of Morneau Shepell’s Asset Management practice in Montréal and has more than 25 years of experience in the industry. Jean is also Morneau Shepell’s National Specialist in Asset Management consulting. He advises employers on all aspects of asset and liability management for pension funds, including asset and liability stochastic projections, investment policy review, asset allocation, investment performance, fund manager and custodian selection, governance, and risk studies.
Jean graduated from the Université de Montréal with a Bachelor of Science degree in Mathematics. He is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries. Jean is also a CFA Charterholder and a member of the Association des Analystes Financiers de Montréal. Jean is a frequent speaker at industry conferences and has written numerous articles on asset management.
Jean Bergeron can be reached via email at firstname.lastname@example.org
Jean-François joined Morneau Shepell Asset and Risk Management Ltd. (“MS ARM”) in April 2019 as Principal, Operations, bringing 20 years of experience. Prior to joining Morneau Shepell, he was Associate Partner and Head of Operations at Aon Hewitt Investment Management Inc. He began his career at State Street Global Advisors, Inc. where he held management positions in the Operations and Portfolio Management departments.
Jean-François graduated from McGill University with a Bachelor of Commerce degree in Accounting and Finance degree and is a Chartered Financial Analyst (CFA) charterholder.
Jean-François Pepin can be reached via email at email@example.com
Chiang-Jun (C.J.) Heng
Manager, Investments and Operations
C.J. Heng is a Manager, Investments and Operations with Morneau Shepell Asset and Risk Management Limited. (‘MS ARM’), joining the firm in May 2018. He has a range of industry experience in portfolio management, including helping set strategic asset mix and asset allocation decisions, performing external manager research and due diligence, and providing ongoing investment monitoring and oversight.
Prior to MS ARM, his previous work experience was at a boutique investment management firm as well as a large Canadian defined benefit pension plan.
C.J. graduated from Wilfrid Laurier University with an Honours Bachelor of Business Administration degree, and is a CFA charterholder.
He can be reached via email at firstname.lastname@example.org