As a member of Canterbury’s Research Group, Mr. Amador is responsible for sourcing, evaluating, and monitoring private capital managers. He serves on Canterbury’s Fixed Income and Private Equity Manager Research Committees. P…
More >As a wealth management associate, Mr. Arteaga assists families with portfolio construction, asset allocation, and performance reporting. Mr. Arteaga serves on Canterbury’s Micro-Venture Capital and Fixed Income Asset Class Co…
More >Mr. Asmus is a shareholder and part of Canterbury’s Research Group. He is responsible for the sourcing, due diligence, and monitoring of public market investment managers. He serves as chair of Canterbury’s ESG, Fixed Income,…
More >As the director of research and a shareholder of the firm, Mr. Blair is responsible for all functions related to research on investment managers, asset classes, and capital markets. Mr. Blair oversees the activities for all f…
More >As an analytics associate, Mr. Brugman assists with the professional development and administration of the analytics team while continuing his work with institutions and taxable clients. In Mr. Brugman’s previous role as a se…
More >Mr. Chowdhury is the president of and an investment consultant at Canterbury, serves on the Board of Directors, and is a shareholder of the firm. In his role as president, Mr. Chowdhury is responsible for firm strategy, consu…
More >Mr. Cluck is a co-founder of Canterbury Consulting, Chair of the Board of Directors, and a shareholder of the firm. Mr. Cluck is also a member of the Canterbury Outsourced CIO Committee and sits on the ESG, Global Equity, and…
More >As an investment analyst, Mr. Cox works with institutions and taxable clients, providing support to asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full-time, he completed Cant…
More >Mr. Cruz is a member of Canterbury’s Research Group, responsible for sourcing, due diligence, and evaluating private equity managers. He also serves on Canterbury’s Global Equity and Private Equity Manager Research Committee.…
More >As a member of Canterbury’s Research Group, Mr. Escalante is responsible for the sourcing, due diligence, and monitoring of public and private market investment managers. He serves on the Fixed Income Committee and Hedge Fund…
More >As chief operating officer and a shareholder of the firm, Mr. Ethridge is responsible for the development and implementation of Canterbury’s internal management strategy. He maintains oversight responsibility for operations,…
More >As a senior investment analyst, Ms. Flores works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury, Ms. Flores was a…
More >As an investment analyst, Ms. Gavriliuc works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Ms. Gavril…
More >As an investment analyst, Ms. George works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Ms. George co…
More >As an investment analyst, Mr. Henry works with institutional and taxable clients, providing support for asset allocation, portfolio constriction, and performance reporting. Prior to joining Canterbury full time, Mr. Henry int…
More >As an investment analyst, Mr. Hershkowitz works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Mr. Hers…
More >As the manager of analytics, Mr. Jackson directs the analytics team and oversees the work done for both institutional and taxable clients. This work includes the development of investment policy statements; asset allocation a…
More >Mr. Laven is chief executive officer, a shareholder, and a member of Canterbury’s Board of Directors. He is also an investment consultant working primarily with endowments, foundations, and family offices on asset management…
More >Mr. Levey is an investment consultant advising clients on investment strategy, risk management, and portfolio construction. In addition to being a shareholder of the firm, Mr. Levey is the chair of Canterbury’s Capital Market…
More >As an investment analyst, Ms. Litle works with institutional and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time Ms. Litle comp…
More >As an investment analyst, Mr. Liu works with taxable clients, providing support to asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full-time, Mr. Liu was a wealth management in…
More >As an investment consultant to institutions and families, Mr. LoPiccolo assists clients with investment strategy, asset allocation, and risk management. He is a shareholder of the firm and serves as vice chair of Canterbury's…
More >As a member of Canterbury’s Research Group, Mr. McIntyre is responsible for sourcing, evaluating, and monitoring private capital managers with a focus on micro venture capital. Before joining the research team, Mr. McIntyre w…
More >As an investment consultant, Mr. Meek works with taxable clients and institutions with asset allocation, portfolio construction, and performance reporting. He is a shareholder of the firm and sits on both the Global Equity an…
More >As a consulting associate, Ms. Miller works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Ms. Miller c…
More >Mr. Montgomery is a managing director, shareholder, and member of the Board of Directors; he drives the Family Office efforts at Canterbury by advising families in three key areas: strategy, organization, and measurement. In…
More >Mr. Murray assists clients with investment strategy, asset allocation, and risk management. He is a shareholder of the firm and sits on both the Fixed Income and the Private Equity Manager Research Committee. Prior to his cur…
More >As a senior investment analyst, Mr. Ono works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Mr. Ono co…
More >Ms. Parekh is a member of the Board of Directors, a shareholder of Canterbury, and directs the Canterbury Outsourced CIO platform, which caters to institutions and private clients who wish to outsource day-to-day management o…
More >As a member of Canterbury’s Research Group and a shareholder of the firm, Mr. Podwill is responsible for sourcing, evaluating, and monitoring private capital managers. He serves as chair of Canterbury’s Private Capital and Pr…
More >Mr. Shiras is a member of Canterbury’s Research Group and is responsible for sourcing, evaluating, and monitoring traditional, long-only equity managers. Mr. Shiras serves on Canterbury's Fixed Income and Hedge Funds Manager…
More >As a member of Canterbury’s Research Group, Mr. Sorenson is responsible for aiding in the evaluation, due diligence, and monitoring of private capital and public market investment managers. Prior to joining Canterbury full-ti…
More >As an investment consultant to institutions and families, Mr. Stillman assists clients with investment strategy, asset allocation, and risk management. He is a shareholder of the firm and sits on both the Capital Markets Comm…
More >Ms. Sullivan is a shareholder of Canterbury, directs the firm’s marketing, and oversees all aspects of the company’s public and client communications, marketing, and client acquisition. This work includes: responsibility for…
More >Mr. Touhey is an investment consultant and shareholder who currently advises endowments, foundations, and families in key areas of investment strategy, asset allocation, investment manager selection, and portfolio constructio…
More >Ms. Tseng brings more than 15 years of experience in the asset management industry to her work with institutional and taxable clients on asset allocation, portfolio construction, and investment implementation. She sits on the…
More >As a senior investment analyst, Mr. Vendeth works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Mr. Ve…
More >Mr. Wood is a managing director and shareholder of the firm, and serves as an investment consultant to institutions and private families. In addition to managing ongoing relationships with his clients, Mr. Wood brings value t…
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