Canterbury Consulting
Adele Berwanger has extensive work experience in the investment advisory industry. Adele began their career in 1979 at Crocker Bank, where they served as FVP of Business Trust Services until 1986. From 1986 to 1988, they owned their own company, Funds Decision Services. In 1989, they joined Wurts & Associates as a Consultant until 1991. Since then, Adele has been working at Canterbury Consulting as the Managing Director, responsible for overseeing investment programs for various clients.
Adele Berwanger obtained their B.A. degree in History from the University of California, Berkeley between 1959 and 1962. Adele then attended Vassar College in 1958 for an undisclosed field of study and degree. Later, between 1978 and 1981, they pursued an MBA degree in Finance from the USC Marshall School of Business.
Canterbury Consulting
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.