Research Team

Our research team narrows the field of over 60,000
equities worldwide to a high conviction portfolio of
less than 80 global companies.

The research team consists of six professionals from
North America, Asia, and Europe.

 

Jamie Robertson, MBA, CIM
Chief Investment Officer
With over 30 years of investing experience, Jamie’s insights will lead the Research Team in independent research and strategy. McLean & Partners welcomed Jamie to the team in January 2012 as its Chief Investment Officer.
Anil Tahiliani, B.Comm, CFA, CIM, MBA
Portfolio Manager, North American Equities
Anil Tahiliani is portfolio manager for North American equities with McLean & Partners, coming to the firm from a broad background in industry, investment and government.
Ric Palombi, CFA
Portfolio Manager, Fixed Income
Ric Palombi’s dedication to truly understanding the fixed-income market has made him Canada’s top Bond Manager for the past five years, as measured by RBC Dexia.
Edward Friedman, CFA, MBA
Senior Research Analyst
Edward Friedman is a chartered Financial Analyst with a Master’s degree in Business Administration, whose expertise in financial modeling, equity evaluation and performance analysis supports stock picking at McLean & Partners.
Satyendra Singh, BA, MBA
Research Analyst
Satyendra Singh follows North American equities for McLean & Partners, conducting the financial modeling and performance analysis that help us to select just a few of the many stocks we examine.
Ross Bullock
Research Analyst
Ross Bullock runs valuations and financial modeling of international equities as part of the research team at McLean & Partners.