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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, oversees all mandates at McLean & Partners, and is the portfolio manager for the firm’s 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 his responsibilities include the allocation of capital in the Canadian portfolio, researching Canadian equities and providing support for the international equities team.

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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, CFA, MBA

Jimmy covers international equities and is the co-lead of the firm’s Global Equity Pool. Prior to joining McLean & Partners, Jimmy worked as an environment consultant and was a software developer.

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Jimmy Desai, CFA, MBA
Senior Research Analyst

Chris Yardy, CFA, MBA

Chris is responsible for researching new opportunities for the U.S. portfolio and covering existing positions that he brings in to the portfolio.

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Chris Yardy, CFA, MBA
Research Analyst

Oliver Shao, CFA, CPA (IL, USA)

Oliver is a Research Analyst at the firm with a primary focus on Canadian equities. As part of his role, Oliver researches investment opportunities, provides assistance with portfolio management, and generates new ideas for the research team.

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

Nick Otton, MBA

Nick is a member of the US Equity team and as part of his role; he is accountable for researching new investment opportunities and keeping up to date on companies under his coverage.

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Nick Otton, MBA
Research Analyst

Imran Usmani, CPA, CA, CFA

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