Edward Friedman, CFA, MBA
Portfolio Manager, Small-Mid Cap Equities
With more than 20 years of investment experience, Edward manages the Small-Mid Cap Equities portfolio at CWB Wealth. Working closely with colleagues, he finds solid investment opportunities in innovative companies with strong growth potential and good management, that the market misunderstands or underestimates. Edward seeks to understand a company’s prospects, and thus its value proposition, to determine suitability for Wealth clients.
Balancing the risk/reward dynamic within the highly diverse small and mid-cap market, Edward draws on data and his own experience to invest in companies with high growth potential for clients. Prior to joining the firm in 2007, Edward worked as an analyst in one of the largest investment houses in Israel. He and his wife later moved to Canada to raise their children.
Beyond the Office
“Every day is a learning experience, and the markets are the best teacher. Finding what's hidden in plain sight and anticipating the unexpected makes me come alive.”