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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 joined Canterbury in 2019 as a portfolio administrator serving institutional…

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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
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 a senior 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. Br…

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Walter Brugman
Senior Investment Analyst
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
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
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
Associate, Investment Research
Christian Escalante

As a member of Canterbury’s Research Group, Mr. Escalante is responsible for the sourcing, due diligence, and monitoring of public market managers. He serves as vice chair of Canterbury's Real Assets Committee and serves on t…

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Christian Escalante
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
Garrett Jackson

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

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Garrett Jackson
Senior Investment Analyst
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
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
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
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
Associate, Investment Research
Kyle  McPherson

As a senior investment analyst, Mr. McPherson works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Before joining Canterbury, Mr. McPherson wa…

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Kyle McPherson
Senior Investment Analyst
Brenden Meek

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 and Private Equity Manager Rese…

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Brenden Meek, CFA, CAIA
Vice President
Molly Miller

As a senior investment analyst, 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. Mil…

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Molly Miller
Senior Investment Analyst
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
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 an 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 complete…

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Keiichi Ono
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, CFA
Director of Outsourced Investments
Josh Pascual

As an investment analyst, Mr. Pascual works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. While at California State University, Long Beach, h…

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Josh Pascual
Investment Analyst
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
Hugo Sanchez

As a senior 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 ma…

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Hugo Sanchez
Senior Investment Analyst
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
Senior Associate, Investment Research
Sam Smith

As a senior investment analyst, Mr. Smith works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury, Mr. Smith was an i…

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Sam Smith
Senior Investment Analyst
Traci Splane

Ms. Splane, a shareholder of the firm, 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…

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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 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
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 an 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. Vendeth …

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Gabriel Vendeth
Investment Analyst
Christopher Walcott

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

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Christopher Walcott
Investment Analyst
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
Performance Analytics

Alexis Barber, Performance Analyst
Sandie Cline, Performance Analyst
Carter Coates, Performance Analyst
Jaycee Huynh, Senior Performance Analyst
Chris Son, Senior Performance Analyst
Nicholas Sorpraseuth, Senior Performance Analyst

Client Services

Adrienne DeAngelis, Senior Manager of Client Services
Lindsay AmendolaInvestment Services Coordinator
Monica Bayya, Portfolio Administrator
Erin Gwinn, Senior Portfolio Administrator
Mehrdad Kamiabi, Operations Manager 
Jamie McKenna, Senior Investment Services Coordinator
Jenifer Moore, Relationship Manager
Leta Muqolli, Senior Investment Services Coordinator
Arielle Reza, Portfolio Administrator
Kristina Tate, Senior Portfolio Administrator
Jane Toomey, Investment Services Coordinator

 

Finance & Administration

Daniel Dwyer, Compliance Associate
Sean Lee, IT Administrator
Victoria Loyko, Administrative Assistant
Barbara Martin, Accountant
Suzanna Martin, CPA, Controller
Janelle Pederson, SPHR, Director of Human Resources
Mike Sewell, IT Manager
Mia Washington, Accounting Assistant
Joel Zambrano, Project Manager

 

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.

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