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OUR TEAM

Joshua Alesescu

Mr. Alesescu is an investment consultant to institutions and private clients. He assists clients with investment strategy, asset allocation decisions, and risk management. Prior to this role, he was an Investment Analyst serv…

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Joshua Alesescu
Consulting Associate
Loren Asmus

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 the Chair of Canterbury’s Real Assets and Fixed Income Man…

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Loren Asmus
Associate Investment Research
Adele Berwanger

Ms. Berwanger began her Canterbury career in 1991 and has over 30 years of investment experience. As an investment consultant and a shareholder of the firm, Ms. Berwanger works with a number of the firm’s long term institutio…

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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 Fixed…

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Chad Bollenbach
Vice President
Walter Brugman

Mr. Brugman is an investment analyst who works with Canterbury’s taxable clients and institutions, providing guidance on asset allocation, portfolio construction, and performance reporting. He completed an internship program …

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Walter Brugman
Investment Analyst
Debashis Chowdhury, CFA

Mr. Chowdhury is the President and an investment consultant at Canterbury. In his role as President, Mr. Chowdhury is responsible for firm strategy, consulting, investment research, and business development. He consults direc…

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Debashis Chowdhury, CFA
President
D. Robinson Cluck

Mr. Cluck is a co-founder of Canterbury Consulting and has over 35 years of investment consulting experience. He serves as the Chair of Canterbury’s Board of Directors and is a shareholder of the firm. Mr. Cluck is also a mem…

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D. Robinson Cluck
Chairman
Alex Cochran

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

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Alex Cochran
Vice President
Mike Ethridge

As Chief Operating Officer and shareholder of the firm, Mr. Ethridge is responsible for the development and implementation of Canterbury’s internal management strategy. He maintains oversight responsibility for the areas of o…

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Mike Ethridge
Chief Operating Officer
Kinga Gorniak, CFA

Ms. Gorniak is a member of Canterbury’s Research Group, and her responsibilities include sourcing, evaluating, and monitoring private capital managers. Ms. Gorniak serves as Chair of Canterbury's Private Capital Manager Resea…

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Kinga Gorniak, CFA
Vice President, Alternative Investment Research
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, Alternative Investment Research
Jaylene Howard, CFA, CAIA

Ms. Howard is an investment consultant advising institutions and private families on investment strategy, risk management, and portfolio construction. Ms. Howard is a member of Canterbury’s Equity, Fixed Income and Real Asset…

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Jaylene Howard, CFA, CAIA
Director
Logan Jeffs, CFA

Mr. Jeffs is part of Canterbury's Research Group and is responsible for the sourcing, due diligence, and monitoring of private capital managers. Mr. Jeffs sits on Canterbury's Private Equity Manager Research Committee and Cap…

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Logan Jeffs, CFA
Associate, Alternative Investment Research
Michael Laven, CFA

Mr. Laven is the CEO and an investment consultant at Canterbury with 30 years of experience working with endowments, foundations, corporations and families. Mr. Laven is a member of Canterbury’s Board of Directors and a share…

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Michael Laven, CFA
Chief Executive Officer
Jason Levey, CAIA

Mr. Levey is an investment consultant who advises 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 Mark…

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Jason Levey, CAIA
Director
Donny LoPiccolo

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

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Donny LoPiccolo
Consulting Associate
Matthew Lui, CFA

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

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Matthew Lui, CFA
Senior Associate, 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
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 assisting taxable clients with asset allocation, portfolio construction and wealth strategies. Prior to joining Canterbury, he worked as a Portfolio Advisor at Walpole Financial Advisor…

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Andrew Moel
Wealth Management Analyst
JD Montgomery, CAIA

Mr. Montgomery is a Managing Director at Canterbury with over 27 years of experience serving significant families. He drives the Family Office efforts at Canterbury by advising families in four key areas: Strategy, Measuremen…

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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 serves as a member of the Board of Directors and is a shareholder of Canterbury. In her role, she manages Canterbury’s Outsourced Investment Management (OIM) platform which caters to institutions and private client…

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Poorvi Parekh
Director of Outsourced Investments
Reshma Patel

As Marketing Manager and shareholder of the firm, Ms. Patel manages and oversees the firm’s marketing and business development efforts. Her responsibilities include new business development, event planning, website and social…

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Reshma Patel
Marketing Manager
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 his responsibilities include sourcing, evaluating, and monitoring traditional, long-only equity managers. Mr. Shiras serves on Canterbury's Global Equity and Fixed Inc…

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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

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

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Brandon Stillman
Consulting Associate
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 currently works with endowments, foundations, corporations and private clients. He advises clients in key areas of asset allocation, investment manager selection and performance meas…

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Sean Touhey, CAIA
Vice President
Tiffany Tseng

Ms. Tseng is an Investment Analyst for Canterbury Consulting. She works with institutional and taxable clients on asset allocation, portfolio construction and investment implementation. Ms. Tseng has been in the asset managem…

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Tiffany Tseng
Investment Analyst
Nolan Wood, CFA

Mr. Wood is a Managing Director and investment consultant to institutions and private families. In addition to managing the ongoing relationships with his clients, Mr. Wood brings value to his clients’ portfolios through his …

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Nolan Wood, CFA
Managing Director
Performance Analytics

Sherri DiPietro, Senior Performance Analyst
Molly Hudak, Performance Analyst
Erin Gwinn, Performance Analyst
David Lee, 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
Alana Ellis, Senior Portfolio Administrator
Mehrdad Kamiabi, Senior Portfolio Administrator
Dana Meyer, Investment Services Coordinator
Erik Soderberg, Portfolio Administrator
Chris Son, Investment Services Coordinator

Finance & Administration

Alexis Barber, Accountant
Sandie Cline, Receptionist 
Annette Duarte, Investment Services Coordinator
Sandi Knapp, Executive Assistant
Sean Lee, IT Administrator
Victoria Loyko, Administrative Assistant
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.