Canterbury Consulting
Jared Arteaga is a seasoned finance professional currently serving as a Wealth Management Associate at Canterbury Consulting since July 2019, with experience in providing consulting services to various tax-exempt organizations. Previously, Jared held the position of Portfolio Administrator at Tetra Tech from March 2017 to July 2019, where consulting and engineering services were delivered globally. Earlier experience includes working as Operations Manager at Premier Aquatic Services LLC. from 2011 to December 2016, focusing on comprehensive aquatics services and health and safety training in Orange County. Jared holds a Bachelor of Business Administration from Concordia University Irvine, earned between 2013 and 2015.
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.