Canterbury Consulting

CEO, shareholder, and board member who chairs the Outsourced CIO Committee and oversees research, analytics, finance, IT, and client services. Joined Canterbury in 2005 after serving as a financial advisor at Morgan Stanley. CAIA designation holder with a finance degree from CSU Fullerton.

President, investment consultant, board member, and shareholder responsible for firm strategy, consulting, research, and business development, advising nonprofit institutions. Previously contributed to the Human Genome Project at the University of Minnesota. CFA charterholder.

Chair of the Board and shareholder, serving as an investment consultant to endowments, foundations, and family offices on asset management and governance. Joined Canterbury in 1995 after leading asset allocation consulting at CIGNA. Princeton graduate and CFA charterholder.

Managing director and shareholder serving as an investment consultant to institutions and private families, managing client relationships. CFA charterholder.

Shareholder and investment consultant advising on strategy, risk management, and portfolio construction, part of the OCIO platform and all five manager research committees. Joined Canterbury in 1996 as manager of analytics and later director of manager research. CFA charterholder with degrees from the University of Hong Kong and Shenandoah University.

Investment consultant and shareholder advising endowments, foundations, and families on investment strategy and manager selection. CAIA designation holder.

Director and shareholder overseeing the firm's technology strategy and research functions across asset class committees. Previously director of public equity and research at Sobrato Capital and a senior analyst at Canterbury. Holds a finance degree from CSU Long Beach and the CAIA designation.

Leads the Family Office division, shareholder, and board member with nearly four decades advising prominent multi-generational families, with a strong venture capital network. Based in Newport Beach. Stanford graduate and CAIA designation holder.

Member of Canterbury's Research Group focused on sourcing, evaluating, and monitoring private capital managers; serves on the Fixed Income and Private Equity Manager Research Committees. Previously an associate at TorreyCove Capital Partners. CFA charterholder with a degree from San Diego State University.

Investment analyst serving taxable clients. Previously served in a research role before joining Canterbury full-time.

Investment consultant and shareholder advising institutions and families, serving on the Capital Markets and Hedge Fund committees. Previously an investment analyst and a sales associate at KBS Capital Markets Group. Holds a business administration degree from CSU Fullerton.

Investment consultant and shareholder advising endowments, foundations, and families on investment strategy and manager selection. Previously a senior investment analyst and a private equity fund analyst at TorreyCove Capital Partners. Holds a finance degree from CSU San Marcos.

Investment consultant and shareholder advising families and family offices on multi-asset strategies across public and private markets. Holds a business administration degree from USC. CFA charterholder and CAIA designation holder.

Oversees education and training initiatives for family office clients including stewardship and philanthropy, and was previously an investment consultant to families at Canterbury. Earlier a senior wealth advisory analyst at Capital Group Private Client Services. Holds degrees from Stanford University.

Member of the Research Group responsible for sourcing and evaluating private equity and private real estate managers. Previously a research associate at Beacon Economics and a contract economist at ICF International. Holds an MBA from UC Irvine.

Member of the Research Group focused on sourcing, due diligence, and monitoring of public and private market managers; chairs the Fixed Income and Real Assets committees. Holds a business administration degree from CSU Fullerton.

Leads business development, driving revenue growth and expanding client and investor relationships, including capital raising from RIAs. Previously co-founded EQM Indexes and held roles at LM Capital Group and Allianz Global Investors. Holds a marketing degree from Western Illinois University.

Oversees Canterbury's financial strategy and operational finance functions. Previously global CFO of Reveal Group Holdings and APAC CFO at ADCORP Holdings. A Chartered Accountant with an honors degree in accounting.

Member of the Research Group aiding evaluation and monitoring of public and private market managers. Completed Canterbury's research internship and an E&Y assurance internship. Holds a business administration degree from CSU Fullerton.

Investment consultant and shareholder advising institutions and families, serving as vice chair of the ESG Committee. Previously a sales associate at Union Bank Investment Services. CFA charterholder with a finance degree from CSU Long Beach.

Investment analyst serving institutional and taxable clients. Previously interned at FCM Private Equity Consulting and completed Canterbury's analyst internship. Holds a finance-focused business degree from CSU Fullerton.

Senior investment analyst serving institutions and taxable clients with asset allocation, portfolio construction, and performance reporting.

Shareholder who directs the analytics team overseeing investment policy statements, asset allocation, manager due diligence, and performance evaluation for institutional and taxable clients. Previously a senior investment analyst at Canterbury. Holds a finance degree from CSU Chico.

Investment analyst serving institutions and taxable clients. Completed Canterbury's analyst internship and participated in CSU Fullerton's Titan Capital Management and CFA Research Challenge. Holds a finance-focused business degree from CSU Fullerton.

Shareholder who directs the firm's marketing and oversees public and client communications, marketing, and client acquisition.

Senior investment analyst serving institutions and taxable clients. Completed Canterbury's research and analyst internships and participated in CSU Fullerton's Titan Capital Management. Holds a finance-focused business degree.

Member of the Research Group focused on sourcing and monitoring private capital managers with an emphasis on micro venture capital; chairs the ESG Committee. Previously in portfolio management at Hall Capital Partners (dba Pathstone). Brown University graduate.

Investment analyst serving taxable clients with asset allocation, portfolio construction, and performance reporting. Completed Canterbury's analyst internship and holds a finance degree from CSU Long Beach.

Member of the Research Group aiding evaluation and monitoring of private capital and public market managers. Completed Canterbury's research internship and holds a finance degree from CSU Long Beach.

Investment analyst supporting institutional and taxable clients. Completed Canterbury's research and analyst internships and holds a business administration degree from Chapman University.

Member of the Research Group aiding evaluation, due diligence, and monitoring of private capital managers. Completed Canterbury's research and analytics internships and holds a finance degree from CSU Fullerton.

Investment analyst serving institutions and taxable clients. Previously a finance and development assistant at a healthcare nonprofit. Holds a finance-concentrated business degree from UC Riverside.

Investment analyst serving institutional and taxable clients. Completed Canterbury's research internship and holds an MBA and degrees from Chapman University.

Investment consultant and shareholder who joined Canterbury in 2015, advising foundations, endowments, and family offices on strategic asset allocation and risk management.

Assists with professional development and administration of the analytics team while serving institutions and taxable clients. Previously a senior investment analyst at Canterbury. Graduated from CSU Fullerton in business administration.