Profilo
Mr. Jimmy Desai, CFA MBA, is an Associate Portfolio Manager at CWB Wealth Partners Ltd.
He is the lead of the firm’s Global Equity Pool and he also covers international equities.
His main responsibilities include allocating capital in the Global Equity Pool, seeking new investment opportunities, and monitoring existing holdings.
Prior to joining CWB Wealth, Mr. Desai was an environmental consultant and a software developer.
He received his MBA from the Rotman School of Management at the University of Toronto and a Bachelor’s degree in Electrical Engineering from the University of Ottawa.
Posizioni attive di Jimmy Desai
| Società | Posizione | Inizio |
|---|---|---|
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. | Analyst-Equity | 01/07/2014 |
Formazione di Jimmy Desai
| University of Toronto | Masters Business Admin |
| University of Ottawa | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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