Canterbury Consulting
Keiichi Ono is a Senior Investment Analyst at Canterbury Consulting since June 2021, having progressed from an Investment Analyst and Research Intern within the firm, which specializes in consulting services for tax-exempt organizations. Prior to this role, Keiichi served as a Portfolio Manager at Titan Capital Management from May 2020 to June 2021, actively managing portfolios exceeding $1 million and focusing on the Communication Services sector. In addition, Keiichi participated in a Research Challenge organized by the CFA Institute, where competitive evaluation of public companies was conducted. Earlier experience includes a Customer Service Specialist role at Suki Time Thai Kitchen, where marketing strategies and customer service excellence were emphasized. Keiichi holds a Bachelor of Business Administration in Finance from California State University, Fullerton, completed in 2021.
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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.