David Boon
Chief Financial Officer and Managing Director at Eagle Capital Management LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Eagle Capital Management | Chief Financial Officer and Managing Director | Apr 2018 to Present | — |
| North Square Investments | Independent Director | Aug 2018 to Present | — |
| Cedar Capital | Partner and CFO | Sep 2013 to Apr 2018 | — |
| Putnam Investments | Managing Director | Jul 2000 to Sep 2013 | — |
| State Street | Vice President - Finance | Jul 1997 to Jul 2000 | — |
| Fidelity Investments | Vice President - Finance | Aug 1995 to Jul 1997 | — |
| Oliver Wyman | Manager | Jul 1993 to Aug 1995 | — |
| Deutsche Bank | Corporate Finance Intern | Jun 1992 to Aug 1992 | — |
| Balfour Maclaine | Treasurer | Apr 1990 to Mar 1991 | — |
| Drexel Burnham Lambert | Corporate Vice President | May 1986 to Apr 1990 | — |
| Bank of America | Finance Manager | Jul 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
Others at Eagle Capital Management LLC (19)
| Name | Role | Location |
|---|---|---|
| Managing Director, Head of ETF and Platform Distribution | Philadelphia, PA , United States | |
A Anne Maffei | Managing Director and Partner | New York, NY , United States |
| Managing Director | New York, NY , United States | |
| Partner and Managing Director | New York, NY , United States | |
J John Holman | MD | New York, NY , United States |
| Partner | New York, NY , United States | |
K Kenneth Ross | Executive Vice President | Metairie, LA , United States |
| President and Chief Investment Officer | Metairie, LA , United States | |
| Managing Director | New York, NY , United States | |
| Managing Director | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrew Szmulewicz | Portfolio Manager - Emerging Markets | Marathon Asset Management LP | New York, NY , United States |
C Christopher Cronin | Analyst | Marathon Asset Management LP | New York, NY , United States |