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 Investment Management Team at Canterbury Consulting is dedicated to developing and managing personalized investment strategies for a diverse clientele, including tax-exempt organizations and family offices. This team focuses on asset allocation, manager selection, and risk management while ensuring that their clients’ investment goals are aligned with tailored performance metrics. Through collaboration and expertise, they strive to deliver exceptional service and investment outcomes.

Investment Management Team

Investment Research Team

Leadership Team

Investment Management Team

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Other teams at Canterbury Consulting

Investment Research Team

Leadership Team