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David Boon

David Boon

Chief Financial Officer and Managing Director at Eagle Capital Management LLC

New York, NY , United States

About

David Boon is Chief Financial Officer and Managing Director at Eagle Capital Management LLC in New York, where he is responsible for overseeing the firm's financial operations, resource management, and strategic product development. At Eagle, he plays a key leadership role in supporting the firm's concentrated, fundamental equity investment strategies, focused primarily on US equities through deep bottom-up research.

With more than two decades of experience in asset management, David previously served as partner and CFO at Cedar Capital—an ETF strategist—after holding senior positions at Putnam Investments, Fidelity Investments, and Drexel Burnham. He is actively involved in the mutual fund and ETF sector, serving as Chairman of Exchange Place Advisors Trust, a registered mutual fund and ETF series trust.

David holds an MBA in Finance and Decision Sciences from the Wharton School, a Master of Arts in International Studies from the Lauder Institute at the University of Pennsylvania, and a Bachelor of Arts in Economics from Stanford University. His expertise spans equity portfolio management, product development in exchange-traded funds (ETFs), and strategic resource allocation, with significant contributions to the evolution of fund governance and investment process at leading financial institutions.

Career History

OrganizationRoleDate RangeDetails
Eagle Capital ManagementChief Financial Officer and Managing DirectorApr 2018 to Present
North Square InvestmentsIndependent DirectorAug 2018 to Present
Cedar CapitalPartner and CFOSep 2013 to Apr 2018
Putnam InvestmentsManaging DirectorJul 2000 to Sep 2013
State StreetVice President - FinanceJul 1997 to Jul 2000
Fidelity InvestmentsVice President - FinanceAug 1995 to Jul 1997
Oliver WymanManagerJul 1993 to Aug 1995
Deutsche BankCorporate Finance InternJun 1992 to Aug 1992
Balfour MaclaineTreasurerApr 1990 to Mar 1991
Drexel Burnham LambertCorporate Vice PresidentMay 1986 to Apr 1990
Bank of AmericaFinance ManagerJul 1981 to May 1986

Education

University of Pennsylvania - The Wharton School

Master of Business Administration (MBA), Finance and Decision Sciences

1991 1993

University of Pennsylvania - The Lauder Institute

Master of Arts (M.A.), International Studies: German and Western Europe

1991 1993

Stanford University

Bachelor of Arts (B.A.), Economics

1978 1981

Skills & Expertise

Finance
Investments
Financial Analysis
Financial Modeling
Financial Services
Mergers & Acquisitions
Mutual Funds
Valuation
Corporate Finance
Due Diligence
Strategic Financial...
Investor Relations
Financial Reporting
Risk Management
Accounting
Forecasting
Capital Markets
Financial Planning
Contract Negotiation
1940 Act
Leadership
PowerPoint
Business Transformation
Profitability Management
Management Reporting
M&A
Business Development
Competitive Analysis
Strategic Planning
Strategic Financial Planning
Benefits Design
Budgeting
Microsoft Word
Corporate Governance
Acquisition Integration
Product Development
Mergers and Acquisitions
Performance Improvement
Board Relations
Compensation Design

Others at Eagle Capital Management LLC (19)

NameRoleLocation
Ambar Bajaj
Ambar Bajaj
Managing Director, Head of ETF and Platform DistributionPhiladelphia, PA , United States
A
Anne Maffei
Managing Director and PartnerNew York, NY , United States
Eileen Jang
Eileen Jang
Managing DirectorNew York, NY , United States
Jason Feinberg
Jason Feinberg
Partner and Managing DirectorNew York, NY , United States
J
John Holman
MDNew York, NY , United States
Jonathan Gandelman
Jonathan Gandelman
PartnerNew York, NY , United States
K
Kenneth Ross
Executive Vice PresidentMetairie, LA , United States
Mike Rohm
Mike Rohm
President and Chief Investment OfficerMetairie, LA , United States
Sam Paglia
Sam Paglia
Managing DirectorNew York, NY , United States
William Lynch
William Lynch
Managing DirectorNew York, NY , United States
Showing 1-10 of 19 team members

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