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.


Investment Management

Canterbury Consulting

Michael Laven

Nolan Wood

Jd Montgomery

Adele Berwanger

Mike Ethridge

Janelle Pederson

Erick Podwill

Traci Splane

Garrett Jackson

Katie Sullivan

The Analytics Team at Canterbury Consulting is responsible for leveraging data to enhance investment strategies and client services. This team conducts in-depth performance analysis, develops predictive models, and provides actionable insights that inform asset allocation and manager selection. By collaborating with other departments, they ensure that data-driven decisions align with client goals, ultimately contributing to the firm's commitment to delivering exceptional advisory services.

Analytics Team

Investment Research Team

Leadership Team

Investment Management Team

Analytics Team

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Other teams at Canterbury Consulting

Investment Research Team

Leadership Team

Investment Management Team