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OUR TEAM

Loren Asmus, CFA

Mr. Asmus is part of Canterbury’s Research Group and is responsible for the sourcing, due diligence, and monitoring of public market investment managers. He serves as chair of Canterbury’s Real Assets and Fixed Income Manager…

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Loren Asmus, CFA
Vice President, Investment Research
Adele Berwanger

As an investment consultant and a shareholder of the firm, Ms. Berwanger works with many of the firm’s long-term institutional and private clients. She is a member of the Fixed Income, Private Equity Manager Research, and Cap…

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Adele Berwanger
Managing Director
Stuart Blair, CAIA

As the director of research, 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 five of Canterbury’s Asset Clas…

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Stuart Blair, CAIA
Director of Research
Chad Bollenbach

Mr. Bollenbach is an investment consultant to families and institutions and assists clients with asset allocation, portfolio construction, and wealth strategies. Mr. Bollenbach is a member of Canterbury’s Real Assets and Fixe…

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Chad Bollenbach
Vice President
Walter Brugman

As an investment analyst, Mr. Brugman works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Mr. Brugman …

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Walter Brugman
Investment Analyst
Debashis Chowdhury, CFA

Mr. Chowdhury is the president 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, consulti…

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Debashis Chowdhury, CFA
President
D. Robinson Cluck

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 both the Global Equity and …

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D. Robinson Cluck
Chairman
Alex Cochran

As an investment consultant to institutions and families, Mr. Cochran assists clients with investment strategy, asset allocation, and risk management. He is a shareholder and serves on the Global Equity and Private Equity Man…

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Alex Cochran
Vice President
Christian Cruz

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 Private Equity Investment Committee. Prior to joining Cante…

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Christian Cruz
Associate, Investment Research
Mike Ethridge

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, …

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Mike Ethridge
Chief Operating Officer
Karla Flores

As an 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 senio…

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Karla Flores
Investment Analyst
Kumiko Green

Ms. Green is part of Canterbury’s Research Group and is responsible for the sourcing, due diligence, and monitoring of hedge fund managers. She sits on Canterbury’s Hedge Fund and Fixed Income Manager Research Committees. Pri…

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Kumiko Green
Associate, Investment Research
Michael Laven, CFA

Mr. Laven is chief executive officer, a shareholder and member of Canterbury’s Board of Directors, and an investment consultant working with endowments, foundations, corporations, and families. Mr. Laven also serves on the Ca…

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Michael Laven, CFA
Chief Executive Officer
Elizabeth Lee

Ms. Lee plays a key role in new business development by building events, proposals, presentations, and online marketing initiatives that promote Canterbury’s services and brand. Prior to joining Canterbury, she led the market…

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Elizabeth Lee
Coordinator, Marketing
Jason Levey, CAIA

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…

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Jason Levey, CAIA
Director
Donny LoPiccolo

As an investment consultant to institutions and families, Mr. LoPiccolo assists clients with investment strategy, asset allocation, and risk management. He sits on the Capital Markets Committee and Real Assets Research Commit…

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Donny LoPiccolo
Vice President
Matthew Lui, CFA

As a member of Canterbury’s Research Group, Mr. Lui is responsible for sourcing, evaluating, and monitoring traditional, long-only equity managers. Mr. Lui serves as the chair of Canterbury's Global Equity Research Committee …

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Matthew Lui, CFA
Vice President, Investment Research
Brenden Meek

As an investment analyst, Mr. Meek works with taxable clients and institutions with asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury, Mr. Meek was an investment research intern …

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Brenden Meek
Senior Investment Analyst
Marc Merchant

As an investment analyst, Mr. Merchant works with institutions and taxable clients with asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury, Mr. Merchant was a solutions analyst at…

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Marc Merchant
Investment Analyst
Andrew Moel

Mr. Moel is a wealth management analyst responsible for assisting taxable clients with asset allocation, portfolio construction, and wealth strategies. Prior to joining Canterbury, he worked as a portfolio advisor at Walpole …

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Andrew Moel
Wealth Management Analyst
JD Montgomery, CAIA

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 four key areas: strategy, measurement, organization, and effe…

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JD Montgomery, CAIA
Managing Director
Brandyn Murray

Mr. Murray is an investment analyst supporting institutional and private clients with asset allocation, performance reporting, and investment implementation. Prior to Canterbury, Mr. Murray was a private equity fund analyst f…

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Brandyn Murray
Investment Analyst
Poorvi Parekh

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…

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Poorvi Parekh
Director of Outsourced Investments
Erick Podwill

As a member of Canterbury’s Research Group, Mr. Podwill is responsible for sourcing, evaluating, and monitoring private capital managers. Prior to joining Canterbury, Mr. Podwill was an associate at TorreyCove Capital Partner…

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Erick Podwill
Senior Associate, Investment Research
Hugo Sanchez

As an investment analyst, Mr. Sanchez works with institutions and taxable clients with asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury, Mr. Sanchez was a senior wealth manageme…

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Hugo Sanchez
Investment Analyst
Emmett Shiras, CFA

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 Global Equity and Fixed Income Manage…

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Emmett Shiras, CFA
Associate, Investment Research
Traci Splane

Ms. Splane 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 and portfolio construction; man…

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Traci Splane
Senior Manager of Analytics
Brandon Stillman

As an investment consultant to institutions and families, Mr. Stillman assists clients with investment strategy, asset allocation, and risk management. He sits on both the Capital Markets Committee and the Hedge Fund Manager …

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Brandon Stillman
Vice President
Katie Sullivan

Ms. Sullivan 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 developing and executing the firm…

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Katie Sullivan
Senior Manager of Marketing
Sean Touhey, CAIA

Mr. Touhey is an investment consultant and shareholder who currently advises endowments, foundations, corporations, and private clients in key areas of asset allocation, investment manager selection, and performance measureme…

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Sean Touhey, CAIA
Vice President
Tiffany Tseng

Ms. Tseng is an investment analyst who brings more than 10 years of experience in the asset management industry to her work with institutional and taxable clients on asset allocation, portfolio construction, and investment im…

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Tiffany Tseng
Consulting Associate
Nolan Wood, CFA

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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Nolan Wood, CFA
Managing Director
Performance Analytics

Sandie Cline, Performance Analyst
Molly Hudak, Performance Analyst
Reshma Patel, Performance Analyst
Nicholas Sorpraseuth, Performance Analyst
Joel Zambrano, Senior Performance Analyst

Client Services

Adrienne DeAngelis, Senior Manager of Client Services
Eric Cappello, Senior Portfolio Administrator
Tom Connell, Portfolio Administrator
Erin Gwinn, Portfolio Administrator
Mehrdad Kamiabi, Operations Manager 
Dana Meyer, Investment Services Coordinator
Chris Son, Investment Services Coordinator

Finance & Administration

Arielle Reza, Receptionist 
Annette Duarte, Investment Services Coordinator
Sandi Knapp, Executive Assistant
Sean Lee, IT Administrator
Victoria Loyko, Administrative Assistant
Steven Malone, Accountant
Suzanna Martin, CPA, Controller
Jenifer Moore, Relationship Manager
Janelle Pederson, SPHR, Director of Human Resources
Mike Sewell, IT Manager
Mia Washington, Accounting Assistant

JOIN THE TEAM

We are always looking for dedicated individuals looking to make an impact.
If you're interested in joining our team please check out our career's page.