Jerry Koonar, CFA

Vice President, Portfolio Manager

Contact

Bio

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is responsible for providing investment management services for private clients and charitable foundations.

Jerry began his career in 1993. He worked for a major Canadian and global financial institution on the brokerage and investment counseling side and just prior to joining Leith Wheeler, Jerry was a portfolio manager with a national investment counsel firm in Calgary before its acquisition by a major Canadian bank. He holds a Bachelor of Commerce from the University of Calgary, earned the Chartered Financial Analyst (CFA) designation in 2000 and also holds the Certified Financial Planner (CFP) designation. Jerry is involved in numerous community organizations and served on the board of CFA Society Calgary for two years.

Details

Office

Calgary

Direct

403-648-4847

LinkedIn

Contact Jerry Koonar