Research Team

Our research team is obsessed with company DNA. Independent thinkers that collaborate effectively, they dig deep into the fundamentals of a company and are steadfast in their actions. In the most uncertain of times, they gain the most conviction, because they understand and appreciate that great ideas begin with great discomfort.

Ric Palombi

Ric provides leadership to the research team, oversees all mandates at CWB McLean & Partners, and is the portfolio manager for the firm’s international, fixed income and asset allocation strategies.

Ric Palombi, CFA
Director of Research

Edward Friedman

Edward is the team lead for the Canadian Equity team and his responsibilities include the allocation of capital in the Canadian portfolio, researching Canadian equities and providing support for the international equities team.

Edward Friedman, CFA, MBA
Senior Research Analyst

Saket Mundra

Saket manages our US equity pool.  His previous experience includes co-founding an investment firm, Genesis Financials.

Saket Mundra, CFA, MBA
Senior Research Analyst

Jimmy Desai

Jimmy covers international equities and is the co-lead of the firm’s Global Equity Pool. Prior to joining CWB McLean & Partners, Jimmy worked as an environment consultant and was a software developer.

Jimmy Desai, CFA, MBA
Senior Research Analyst

Imran Usmani

Imran is part of the international equities team. He comes to CWB McLean & Partners with experience as a financial auditor and, more recently, was an analyst at a well-respected local investment firm.

Imran Usmani, CFA, CPA, CA
Research Analyst