Sarim Ehtesham, CFA, MBA

“Empowering others starts with challenging the narrative and uncovering the real story.”

I’ve always been drawn to numbers. Growing up, math was my saving grace—a space where things just clicked for me. I remember tackling advanced equations and immediately envisioning frameworks to solve them. That same knack for structure and problem-solving now shapes my approach to wealth management. As Senior Manager, External Research, I get to combine my love for numbers with the ability to connect and communicate complex ideas to colleagues, so they can help our clients see the bigger picture.

My professional journey has taken me through roles that honed my analytical and strategic thinking. Before joining CWB Wealth in early 2023, I worked in commercial lending and wealth management at other financial institutions. Each role added a layer of experience and perspective, preparing me to excel in my current capacity.

Today, I synthesize vast amounts of information, separate meaningful insights from the noise, and recommend the best course of action for our clients. When a fund manager claims their strategy is outperforming, I don’t just take their word for it. I compare their performance against the broader markets and ask the critical question: Is this truly value-added, or just a reflection of market trends? By challenging the narratives, I ensure our clients get clarity. It’s this process of discovery and refinement that makes my work so rewarding.

Our flexible and collaborative structure empowers me to challenge ideas, test theories, and create customized frameworks for every scenario. This autonomy allows me to tailor solutions and communicate them effectively—whether to portfolio managers, advisors, or directly to clients. Knowing that my research informs critical decisions validates everything I do and motivates me to keep pushing boundaries.