Canterbury Consulting
Brandon Stillman began their work experience in 2008 as an Investment Services Sales/Support Associate at Orange County's Credit Union. In 2010, they joined Bank of America as a Personal Banker and then moved to KBS Capital Markets Group in 2012 as a Sales Associate. In 2013, they started working at Canterbury Consulting as an Investment Analyst and later became a Senior Investment Analyst. Brandon then took on the role of Associate before eventually being promoted to Vice President.
Brandon Stillman attended California State University, Fullerton from 2008 to 2011, where they earned a Bachelor of Business Administration (B.B.A.) degree with a focus on Finance. Additionally, they passed Level I of the CFA Program.
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.