Canterbury Consulting
Stuart Blair has a solid work history with experience in investment advisory, equity research, and analysis. Stuart began their career as an intern at the U.S. Department of Commerce in 2003. Stuart later joined Canterbury Consulting as a Senior Analyst in 2008, where they gained expertise in designing and managing custom investment programs. In 2011, Stuart Blair moved to The Sobrato Organization as the Director of Public Equity & Research. There, they further developed their skills in equity analysis before returning to Canterbury Consulting in 2015 as the Director of Research. Throughout their career, Stuart Blair has demonstrated a strong understanding of investment strategies and a commitment to helping clients achieve their financial goals.
Stuart Blair's education history begins in 1987 when they attended Herzlia, although no degree or field of study is specified. From 2003 to 2005, they studied Business with a focus on Finance and Financial Management Services at California State University, Long Beach. Additionally, Stuart obtained a certification as a Chartered Alternative Investment Analyst from the CAIA Association in March 2010. No further information is provided regarding their education.
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.