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Our Team

Anthony Amador

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…

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Anthony Amador, CFA
Senior Associate, Investment Research
Jared Arteaga

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…

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Jared Arteaga
Wealth Management Associate
Loren Asmus

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,…

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Loren Asmus, CFA, CAIA
Vice President, Investment Research
Monica Bayya
Monica Bayya
Operations Manager
Stuart Blair

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…

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Stuart Blair, CAIA
Director of Research
Walter Brugman

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…

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Walter Brugman
Analytics Associate
Eddy Burnett
Eddy Burnett
IT Manager
Debashis Chowdhury

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…

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Debashis Chowdhury, CFA
President
Sandra Cline
Sandra Cline
Performance Analyst
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 the ESG, Global Equity, and…

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D. Robinson Cluck
Chairman
Carter Coates
Carter Coates
Performance Analyst
Zachary Cox

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…

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Zachary Cox
Investment Analyst
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 Global Equity and Private Equity Manager Research Committee.…

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Christian Cruz
Senior Associate, Investment Research
Remy  de Guzman
Remy de Guzman
Portfolio Administrator
Adrienne DeAngelis
Adrienne DeAngelis
Senior Manager of Client Services
Christian Escalante

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…

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Christian Escalante
Senior 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 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…

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Karla Flores
Senior Investment Analyst
Ariel Gavriliuc

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…

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Ariel Gavriliuc
Investment Analyst
Jacquelyn George

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…

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Jacquelyn George
Investment Analyst
Desiree Glick
Desiree Glick
Manager of Human Resources
Carol Graves
Carol Graves
Receptionist
Catharine Gross
Catharine Gross
Investment Services Coordinator
Erin Gwinn
Erin Gwinn
Private Fund Manager
Ping He
Ping He, CPA
Controller
Ethan Henry

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…

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Ethan Henry
Investment Analyst
Sam Hershkowitz

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…

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Sam Hershkowitz
Investment Analyst
Jaycee Huynh
Jaycee Huynh
Senior Performance Analyst
Garrett Jackson

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…

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Garrett Jackson
Manager of Analytics
Sabrina Javina
Sabrina Javina
Compliance Associate
Mehrdad (Kami) Kamiabi
Mehrdad (Kami) Kamiabi
Operations Manager
Michael Laven

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…

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Michael Laven, CFA
Chief Executive Officer
Sean Lee
Sean Lee
IT Administrator
Jason Levey

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
Shea Litle

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…

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Shea Litle
Investment Analyst
Brian Liu

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…

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Brian Liu
Investment Analyst
Donny LoPiccolo

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…

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Donny LoPiccolo, CFA
Vice President
Victoria Loyko
Victoria Loyko
Administrative Assistant
Barbara Martin
Barbara Martin
Senior Accountant
Emily McClaren
Emily McClaren
Portfolio Administrator
Kyle McIntyre

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…

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Kyle McIntyre
Senior Associate, Investment Research
Jamie McKenna
Jamie McKenna
Senior Investment Services Coordinator
Brenden Meek

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…

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Brenden Meek, CFA, CAIA
Vice President
Molly Miller

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…

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Molly Miller
Consulting Associate
JD Montgomery

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…

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JD Montgomery, CAIA
Managing Director
Jenifer Moore
Jenifer Moore
Relationship Manager
Brandyn Murray

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…

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Brandyn Murray
Vice President
Keiichi  Ono

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…

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Keiichi Ono
Senior Investment Analyst
Monica Ortiz
Monica Ortiz
Performance Analyst
Randy Palacios
Randy Palacios
Portfolio Administrator
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, CFA
Director of Outsourced Investments
Erick Podwill

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…

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Erick Podwill
Vice President, Investment Research
Arielle Reza
Arielle Reza
Senior Portfolio Administrator
Rebecca Rinehart
Rebecca Rinehart
Accountant
Emmett Shiras

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…

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Emmett Shiras, CFA, CAIA
Vice President, Investment Research
Chris Son
Chris Son
Senior Performance Analyst
Mason Sorenson

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…

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Mason Sorenson
Associate, Investment Research
Nicholas Sorpraseuth
Nicholas Sorpraseuth
Performance Manager
Brandon Stillman

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…

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Brandon Stillman
Vice President
Katie Sullivan

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…

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Katie Sullivan
Senior Manager of Marketing
Kristina Tate
Kristina Tate
Senior Portfolio Administrator
Jane Toomey
Jane Toomey
Investment Services Coordinator
Sean Touhey

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…

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Sean Touhey, CAIA
Director
Tiffany Tseng

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…

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Tiffany Tseng
Vice President
Gabriel Vendeth

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…

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Gabriel Vendeth
Senior Investment Analyst
Mia Washington
Mia Washington
Accounting Assistant
Nolan Wood

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
Alisha  Young
Alisha Young
Portfolio Administrator
Joel Zambrano
Joel Zambrano
Project Manager
Isabella Zanki
Isabella Zanki
Marketing Coordinator