Jerry Koonar, CFA
Principal, Portfolio Manager - Head, Private Clients Calgary
Bio
Based in Calgary, Jerry joined Leith Wheeler in June 2011 to expand the practice in Alberta. He is responsible for providing investment management services for private clients and charitable foundations.
Jerry's career spans back to 1993, where he initially worked for a major Canadian and global financial institution in brokerage and investment counseling roles. 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 and has been a Chartered Financial Analyst (CFA®) charterholder since 2000. Additionally, Jerry holds the Certified Financial Planner (CFP) designation.
Outside of work, Jerry is involved in numerous community organizations and served on the board of CFA Society Calgary for two years.
