Guardian Capital Group
David Coon has extensive experience in the financial industry, starting with Neuberger Berman as a Regional Vice President from 1997 to 2000. David then joined J.P. Morgan as a Vice President from 2000 to 2007. In 2007, they moved to Jennison Associates LLC, where they held various roles including Senior Vice President, Head of SubAdvisory, and Managing Director, Head of Retail and Sub-Advisory until 2017. From 2017 to 2022, they worked at LSV Asset Management as a Director and Partner, overseeing Retail Sales & Service. In 2023, David Coon joined Guardian Capital Group as the Senior Vice President, Distribution and National Accounts.
David Coon received their Bachelor of Arts degree in Economics & Management from Albion College from 1987 to 1991. David then pursued a Master of Business Administration (MBA) in Marketing at DePaul Driehaus College of Business from 1997 to 1999. In addition to their academic qualifications, David Coon has obtained certifications including the Series 24, Series 63, and Series 7 from FINRA.
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Guardian Capital Group
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Guardian Capital Group Limited is a Canada-based financial services company. The Company serves the wealth management needs of a range of clients. It operates through three segments: institutional and private wealth investment management; financial advisory, which includes an insurance managing general agency (MGA), a mutual fund dealer and a securities dealer (together, the Dealers), and corporate activities and investments. The Company's service areas include institutional investment management, private wealth management, financial advisory services, mutual fund dealership, securities dealership, managing general agency and private banking. It provides Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) investment management solutions. It offers solutions that span the asset class spectrum, including domestic and global equities, fixed income and balanced strategies. It offers pooled funds and acts as sub-advisor to investment pools offered by insurance companies.