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 Leadership Team at Canterbury Consulting is responsible for setting the strategic vision and direction of the firm, overseeing operational efficiency, and ensuring the delivery of exceptional investment advisory services. This team collaborates closely to drive business growth, foster a culture of excellence, and uphold the firm's commitment to meeting the unique needs of their diverse clientele while maintaining a focus on performance and service quality.

Leadership Team

Investment Research Team

Investment Management Team

Leadership Team

About

Team members

Other teams at Canterbury Consulting

Investment Research Team

Investment Management Team