Saket Mundra, CFA, MBA

Portfolio Manager

Saket Mundra

Office Phone
(403) 234-6120

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.

Community Involvement: 

Saket is a volunteer at the Isha Foundation.