Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. 

Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.


Investment Management

Canterbury Consulting

Canterbury Consulting's headquarters in Newport Beach, CA, United States

Michael Laven

Brandon Stillman

Brenden Meek

Donny Lopiccolo

Brandyn Murray

Poorvi Parekh

Nolan Wood

Jd Montgomery

Adele Berwanger

The Investment Research Team at Canterbury Consulting conducts in-depth analysis and evaluation of investment opportunities across various asset classes, including venture capital. They provide critical insights and data to inform asset allocation, manager selection, and risk management strategies for the firm's diverse client base. By leveraging their expertise in performance measurement and research, the team ensures that investment recommendations align with client goals and enhance overall portfolio performance.

Investment Research Team

The Leadership Team at Canterbury Consulting is responsible for setting the strategic vision and direction of the firm, overseeing operational efficiency, and ensuring the delivery of exceptional investment advisory services. This team collaborates closely to drive business growth, foster a culture of excellence, and uphold the firm's commitment to meeting the unique needs of their diverse clientele while maintaining a focus on performance and service quality.

Leadership Team

The Investment Management Team at Canterbury Consulting is dedicated to developing and managing personalized investment strategies for a diverse clientele, including tax-exempt organizations and family offices. This team focuses on asset allocation, manager selection, and risk management while ensuring that their clients’ investment goals are aligned with tailored performance metrics. Through collaboration and expertise, they strive to deliver exceptional service and investment outcomes.

Investment Management Team

The Analytics Team at Canterbury Consulting is responsible for leveraging data to enhance investment strategies and client services. This team conducts in-depth performance analysis, develops predictive models, and provides actionable insights that inform asset allocation and manager selection. By collaborating with other departments, they ensure that data-driven decisions align with client goals, ultimately contributing to the firm's commitment to delivering exceptional advisory services.

Canterbury Consulting

Org chart

Teams

Investment Research Team

Leadership Team

Investment Management Team

Analytics Team

Offices

Canterbury Consulting

Org chart

Teams

Investment Research Team

Leadership Team

Investment Management Team

Analytics Team

Offices

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