Jerry Koonar

Jerry Koonar

Gestore di Portafoglio-Azioni presso Leith Wheeler Investment Counsel Ltd.

Consumer Services
Finance

Profilo

Mr. Jasdev S.
Koonar, CFA, is a Principal & Portfolio Manager at Leith Wheeler Investment Counsel Ltd.
He joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta and is based in Calgary.
He is responsible for providing investment management services for private clients and charitable foundations.
Mr. Koonar began his career in 1993.
He has worked for a major Canadian and global financial institution on the brokerage and investment counseling side.
He was a Portfolio Manager with a national investment counsel firm in Calgary, prior to its acquisition by a major Canadian bank.
He holds a Bachelor of Commerce from the University of Calgary, earned the Chartered Financial Analyst designation in 2000 and also holds the Certified Financial Planner designation.
He is involved in numerous community organizations and served on the Calgary Society of Financial Analyst's board for two years.

Posizioni attive di Jerry Koonar

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/06/2011
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Formazione di Jerry Koonar

University of Calgary Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

40

Relazioni di 1° grado

2

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Uomo

Donna

Amministratori

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Società collegate

Aziende private1

Finance

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