Jimmy Desai, CFA, MBA

As an Associate Portfolio Manager, Jimmy 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, Jimmy 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.