Canterbury Consulting
Mason Sorenson is an Associate at Canterbury Consulting, where they provide investment advisory services to various organizations and individuals. Prior to joining Canterbury, Mason worked as an Investment Research Analyst at Beach Investment Group, where they delivered impressive performance results. With a background in finance and management, Mason also has experience as a Valet Manager at SVS Parking & Transportation Company. Their education includes a Bachelor of Science in Finance from California State University, Long Beach, and multiple associate degrees from Golden West 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.