Jimmy Desai

Analyst-Equity at

CWB Wealth Partners Ltd.

Consumer Services

Finance

Profile

Mr. Jimmy Desai, CFA MBA, is an Associate Portfolio Manager at CWB Wealth Partners Ltd. He 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, Mr. Desai 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.

Jimmy Desai active positions

Companies	Position	Start
CWB Wealth Partners Ltd. CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile.	Analyst-Equity	2014-06-30

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Private companies	3
CWB Wealth Partners Ltd. CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile.	Finance
University of Ottawa University of Ottawa Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Toronto University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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