Saket Mundra, CFA, MBA
Years of Industry Experience: 10
Years with CWB McLean & Partners: 6
Saket Mundra, CFA, MBA, joined CWB McLean & Partners in July 2013 and has 10 years of industry experience. As a Portfolio Manager at CWB McLean & Partners, he leads the US Equity Team, managing capital allocation in the U.S. portfolio and researching U.S. equities. Prior to joining CWB McLean & Partners, Saket 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. Saket received his MBA from the Rotman School of Management at the University of Toronto and is a CFA® charterholder.
Hobbies and Interests:
Naturopathy, travelling, yoga, meditation.
Saket is a volunteer at the Isha Foundation.