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Saket Mundra, CFA, MBA

Co-Head of U.S. Equities & Portfolio Manager

Saket Mundra

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As a Portfolio Manager at CWB Wealth, Saket leads the U.S. Equity Team, managing capital allocation in the U.S. portfolio and researching U.S. equities. Prior to joining CWB Wealth, Saket 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. Saket received his MBA from the Rotman School of Management at the University of Toronto and is a CFA® charterholder.

Beyond the Office

Saket enjoys travelling, yoga, meditation, and naturopathy. Saket is also a volunteer at the Isha Foundation.