Sarim Ehtesham, CFA, MBA
Research Manager, External Managers
CWB Wealth’s Manager of Research, Sarim conducts due diligence on investment managers across Canada to review compatibility with a wide range of client mandates and investment requirements. He uses a holistic approach that looks beyond the numbers to truly assess factors driving performance data. By digging deeper, Sarim helps clients and colleagues see the bigger picture. He brings 12 years of experience to the firm, having worked in commercial lending and wealth management at a few other financial institutions.