Canterbury Consulting
Karla F. is a Senior Investment Analyst at Canterbury Consulting, an independent investment advisory firm in Newport Beach, CA, where employment began in February 2018. With a strong background in investment analysis, Karla previously held the role of Investment Analyst at TD Ameritrade from July 2013 to February 2018. Earlier professional experience includes positions such as Senior Financial Consultant and Client Service Specialist at Chase from June 2011 to July 2013, and Relationship Banker. Karla holds a Bachelor of Business Administration degree with a focus on Finance, Real Estate, and Law from California State University, Long Beach.
This person is not in any offices
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.