Director Of Research
CurrentCanterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.Canterbury provides consulting services to tax-exempt organizations, including communityfoundations, educational endowments, religious organizations, arts and cultural foundations andhealth care organizations, as well as individuals and family offices. Founded in 1988, the firmdesigns and manages custom investment programs aligned with each client’s goals. Canterburyacts as the investment office for its diverse clients and provides objective investment advice, assetallocation, manager selection, risk management, implementation, and performancemeasurement.Named as one of the Best Places to Work by the Orange County Business Journal in 2023, 2022,2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey byPensions and Investments magazine as one of the Best Places to Work in Money Management in2022, 2021 and 2020. Learn more about Canterbury at www.canterburyconsulting.com.