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Research Team

This team of six professionals are focused and dedicated solely to the management of our clients’ investments. We believe that strong performance is based on; a sound investment philosophy, independent research, and following a disciplined process. We manage your risks while achieving above average long-term investment returns through a proven investment philosophy, coupled with a proprietary research process.


Ric Palombi

Ric is a Portfolio Manager and leads the international and fixed income investment teams at McLean & Partners, which he joined in 2005.

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Ric Palombi, CFA
Director of Research

Edward Friedman

Edward Friedman is a Chartered Financial Analyst with a Master’s degree in Business Administration, whose expertise in financial modeling, equity valuation and performance analysis supports stock picking at McLean & Partners.

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Edward Friedman, CFA, MBA
Senior Research Analyst

Saket Mundra

Saket analyzes North American equities for inclusion in our portfolios. His responsibilities include screening and researching investment opportunities, building financial models, and performing valuation analysis.

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Saket Mundra, CFA, MBA
Senior Research Analyst

Jimmy Desai

Jimmy Desai is a Research Analyst focusing on the International Equity Markets. He holds a Master's degree in Business Administration and a Bachelor's degree in Electrical Engineering.

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Jimmy Desai, MBA
Research Analyst

Chris Yardy

Chris joined McLean & Partners in 2015 and is responsible for researching, analyzing, and valuing new and existing investment ideas in North America.

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Chris Yardy, MBA
Research Analyst

Oliver Shao

Oliver joined McLean & Partners in April, 2016 and is responsible for building financial models, performing valuation analysis, and researching investment opportunities in the international equities space.

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Oliver Shao
Research Analyst