Jerry Koonar, CFA

Principal, Portfolio Manager - Private Clients & Foundations


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 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, has been a Chartered Financial Analyst (CFA®) charterholder since 2000, and holds the Certified Financial Planner (CFP) designation. Jerry is currently involved in numerous community organizations, and served on the board of CFA Society Calgary for two years.







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