Profil
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.
Aktive Positionen von Jimmy Desai
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von Jimmy Desai
| University of Toronto | Masters Business Admin |
| University of Ottawa | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
