Canterbury Consulting
Jacquelyn George is currently working as an Investment Analyst at Canterbury Consulting, an independent investment advisory firm based in Newport Beach, CA. Prior to this role, Jacquelyn was an Investment Analyst Intern at the same company. Jacquelyn also has experience as a Portfolio Manager at Titan Capital Management and as an Accounting Assistant at ClearWater Management Services. Jacquelyn was recognized as America's Champion in the CFA Research Competition while representing the CFA Institute. Additionally, Jacquelyn served as Vice President of Alumni Relations at Delta Sigma Pi - Lambda Sigma Chapter. Jacquelyn holds an Associate of Science for Transfer degree in Business Administration and Management from Long Beach City College.
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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.