Saket Mundra
Head-Equity Investments bij CWB Wealth Partners Ltd.
Profiel
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.
Actieve functies van Saket Mundra
| Bedrijven | Functie | Begin |
|---|---|---|
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 | - |
Opleiding van Saket Mundra
| University of Toronto | Masters Business Admin |
| The Asia-Pacific International Institute | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 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 |
