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Research Team

Our research team is obsessed with company DNA. Independent thinkers that collaborate effectively, they dig deep into the fundamentals of a company and are steadfast in their actions. In the most uncertain of times, they gain the most conviction, because they understand and appreciate that great ideas begin with great discomfort.


Ric Palombi, CFA

Ric provides leadership to the research team in executing on our investment process and philosophy. His responsibilities include overseeing all mandates and is also the portfolio manager for our international, fixed income and asset allocation strategies.

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Ric Palombi, CFA
Director of Research

Edward Friedman, CFA, MBA

Edward is the team lead for the Canadian Equity team and co-lead for the International Equity team. Prior to joining McLean & Partners, Edward worked as a research analyst for Israel’s largest private investment firm, Excellence Nessuah.

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Edward Friedman, CFA, MBA
Senior Research Analyst

Saket Mundra, CFA, MBA

Saket manages our US equity pool.  His previous experience includes co-founding an investment firm, Genesis Financials.

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Saket Mundra, CFA, MBA
Senior Research Analyst

Jimmy Desai, MBA

Jimmy covers international equities and is the co-lead of our Global Dividend Growth portfolio. Prior to joining McLean & Partners, Jimmy worked as an environment consultant and was a software developer.

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Jimmy Desai, MBA
Senior Research Analyst

Chris Yardy, CFA, MBA

Chris is responsible for researching, analyzing and valuing new and existing investment ideas in North America. Prior to joining the firm, he worked as an Analyst for the global equity team at OMERS.

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Chris Yardy, CFA, MBA
Research Analyst

Oliver Shao, CFA, CPA (IL, USA)

Oliver researches investment opportunities in the international equities space. He has also worked in public practice as a Senior Associate at PricewaterhouseCoopers LLP, where he obtained his CPA (IL, USA).

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Oliver Shao, CFA, CPA (IL, USA)
Research Analyst

Nick Otton, MBA

Nick is a research analyst on the U.S., international, fixed income strategies. His strong research skills were highly evident and consistent throughout the hiring process, as was his creativity - he wrote an autobiographical TV show.

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Nick Otton, MBA
Research Analyst

Imran Usmani

Imran is part of the international equities team. He comes to McLean & Partners with experience as a financial auditor and, more recently, was an analyst at a well-respected local investment firm.

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Imran Usmani, CPA, CA, CFA
Research Analyst