Saket Mundra
Head-Equity Investments chez CWB Wealth Partners Ltd.
Profil
Mr. Saket Mundra, CFA MBA, is a Co-Head of US Equities & Portfolio Manager at CWB Wealth Partners Ltd.
He co-manages the U.S.
equity portfolios and researches U.S.
equities.
In so doing, he brings his global expertise to find insights beyond surface information.
Prior to joining CWB Wealth, he worked with an emerging market private equity firm and emerging market hedge fund.
His previous experience also includes working as a software engineer and co-founding an investment firm.
He received his undergraduate degree from The Asia-Pacific International Institute and an MBA from the University of Toronto.
Postes actifs de Saket Mundra
| Sociétés | Poste | Début |
|---|---|---|
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Head-Equity Investments | - |
Formation de Saket Mundra
| University of Toronto | Masters Business Admin |
| The Asia-Pacific International Institute | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |