Mr. Ric Palombi
Director of Research, McLean & Partners Wealth Management Ltd.
Years of industry experience: 21
Years with McLean & Partners: 13
As the Director of Research for McLean & Partners, Ric provides leadership to the research team in executing on our investment process and philosophy. His responsibilities include overseeing all mandates at McLean & Partners and he is also the portfolio manager for our international, fixed income and asset allocation strategies.
Ric has over 20 years of industry experience and has been with McLean & Partners for 13 years. He began his career in the financial industry as an investment advisor at RBC Dominion Securities. He then worked at TD Asset Management as a portfolio manager, and in 2005 joined McLean & Partners. After realizing his passion for the research-side of the business, Ric transitioned from a client-facing portfolio manager to the research team in 2010 and assumed the lead for our international mandate in 2011.
He has a degree from the University of Alberta, is a CFA® charter holder, and member of the Toronto and Calgary Societies of Financial Analysts.
Ric's interests include Formula 1 racing, soccer, and spending time with his wife and three children.