Canterbury Consulting provides financial advice on $23.6 billion worth of investments for family offices, college endowments, nonprofits, healthcare organizations and other clients. Like other wealth management firms in this hyper-competitive business on Wall Street, this advice is closely tracked by clients, especially in years where the markets have seen wild swings of fortune.
Yet, the 62 employees at the Newport Beach-based company thrive in this stressful environment, as based on the firm’s No. 34 placement on the Business Journal’s Best Places to Work list, for midsize businesses.
“We’ve always tried to create some creativity with our employees from the clerks to those who meet clients face to face,” President Debashis Chowdhury told the Business Journal. “There is a connectivity beyond dollars that makes the work more purposeful for our employees.”