Saket Mundra
Head-Equity Investments at CWB Wealth Partners Ltd.
Profile
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.
Saket Mundra active positions
Companies | Position | Start |
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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 | - |
Training of Saket Mundra
University of Toronto | Masters Business Admin |
The Asia-Pacific International Institute | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
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