Canterbury Consulting
Donny LoPiccolo, CFA has a diverse work experience in the finance industry. Donny started their career at Union Bank in February 2012, where they worked as a part of Union Banc Investment Services until July 2013. Afterwards, they joined Canterbury Consulting in July 2013 as a Consulting Associate. Donny played a crucial role in providing consulting services to tax-exempt organizations and individuals, managing custom investment programs aligned with each client's goals. During their time at Canterbury Consulting, they were promoted to Vice President in December 2017. Additionally, Donny LoPiccolo also serves as a Board Member at Community Hospital Long Beach since September 2021.
Donny LoPiccolo, CFA pursued their education in Finance at California State University, Long Beach from 2007 to 2011. Donny received their degree during this time period; however, the specific degree name is not provided. Donny has also obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute, although the specific month and year of its acquisition are not mentioned.
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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.