Canterbury Consulting
Monica Bayya is an experienced professional in the financial services sector, currently serving as a Portfolio Administrator at Canterbury Consulting since November 2018, where consulting services are provided to various tax-exempt organizations and individuals. Previously, Monica worked as an Operations Manager at Great Pacific Securities from October 2011 to October 2018, overseeing transaction processing, trade settlements, and client relationships while ensuring compliance with regulatory requirements. Earlier experience includes a role as a Tutor at Summa Academy, focused on advanced mathematics. Monica holds a Bachelor of Arts in Applied Mathematics from the University of California, Berkeley, and a Certificate in Personal Financial Planning from UCLA Extension.
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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.