OUR TEAM

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 Research Committees, and he also sits on the Capital Markets Committee. Mr. Asmus joined Canterbury in 2013 as an analyst serving institutional and taxable clients. Prior to Canterbury, Mr. Asmus was an institutional fixed income representative for Mutual Securities, LLC, where he provided fixed income solutions for county and city municipalities. Mr. Asmus graduated with a Bachelor of Arts from California State University, Fullerton, where he double majored in business administration, finance, and music performance, jazz studies.  
Published articles for Loren Asmus, CFA

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 Capital Markets Committees and served as a member of the firm’s Board of Directors from 1996 to 2012. Prior to joining Canterbury in 1991, Ms. Berwanger opened the Los Angeles office of Wurts, Johnson & Company; provided consulting services through her own firm, Funds Decision Services; and managed the business trust services division at Crocker Bank. Ms. Berwanger currently sits on the board of directors for the United Way of Greater Los Angeles and is a founding member of the Women’s Philanthropy Fund of Orange County’s United Way. Ms. Berwanger attended Vassar College, received a degree in history from the University of California, Berkeley, and received her Master of Business Administration from the University of Southern California.  

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 Class Committees and the Capital Markets Committee. Prior to joining Canterbury, Mr. Blair was the director of public equity and research at Sobrato Capital, the securities investment platform of The Sobrato Organization. There his responsibilities included broad asset class research, manager due diligence on public and private assets, and tax optimization of both taxable investment pools and a large charitable foundation. Prior to Sobrato Capital, Mr. Blair was a senior analyst at Canterbury, where he focused on asset allocation, manager research, and capital market assumptions. Mr. Blair holds a Bachelor of Science in finance from California State University, Long Beach and is a Chartered Alternative Investment Analyst.  
Published articles for Stuart Blair, CAIA

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 Income Manager Research Committees. Prior to joining Canterbury, Mr. Bollenbach was a senior wealth advisory analyst for Capital Group Private Client Services, focusing on asset allocation and investment planning. He previously worked at Trenwith Securities as an investment banking associate and at AXA Advisors as a financial consultant. Mr. Bollenbach received a Master of Arts in Latin American studies and Bachelor of Arts in international relations from Stanford University.  

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 completed Canterbury’s investment analyst internship program. He graduated from California State University, Fullerton with a Bachelor of Arts in business administration, concentrating in accounting and finance.  

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, consulting, investment research, and business development. He consults directly to institutions and private clients in the key areas of investment policy, asset allocation, and portfolio construction. Mr. Chowdhury is a member of the Global Equity and Hedge Fund Manager Research Committees. Prior to Canterbury, he was part of the advanced advisory services division of American Express in Minneapolis, Minnesota, and was also a contributor to the Human Genome Project while working in the Department of Pharmacology at the University of Minnesota. While there, he was lead author of a paper published in the Journal of Neuroscience Letters in 1995, Synaptotagmin I and 1B4 are identical: implications for Synaptotagmin distribution in the primate brain. He presently serves on the boards of the Child Abuse Prevention Center of Orange County and the Mission Hospital Foundation. Mr. Chowdhury received his Bachelor of Science degree in management and economics from the Carlson School of Management, University of Minnesota and is a CFA® charterholder.  
Published articles for Debashis Chowdhury, CFA

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 Hedge Fund Manager Research Committees. Prior to forming Canterbury in 1988, Mr. Cluck was a founder, principal, and vice president of the institutional consulting services of Kidder Peabody, Newport Beach. From 1978 to 1979, he was with Smith Barney Harris Upham & Company. Mr. Cluck is a co-author of “Asset Management for Endowments & Foundations,” and currently serves as chair on the investment committee of the University of California, Irvine Foundation. He holds a Bachelor of Arts degree in economics from the University of California, Irvine and a Master of Business Administration from Pepperdine University.  

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 Manager Research Committees and on Canterbury’s Capital Markets Committee. Previously, Mr. Cochran was responsible for the sourcing, due diligence, and monitoring of long-only equity, fixed income, and real asset managers. Mr. Cochran graduated from Chapman University with his Bachelor of Science in business administration with an emphasis in international business and a minor in economics.  

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 Canterbury, Mr. Cruz served as a research associate with Beacon Economics and as an associate with ICF International, assigned as a contract economist for the Department of Homeland Security. Mr. Cruz holds a Master of Business Administration from the University of California, Irvine. He earned a Master of Arts in economics from California State University, Fullerton, and a Bachelor of Arts in business management economics from the University of California, Santa Cruz.  

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, finance, human resources, and administration. Prior to his current role, Mr. Ethridge was Canterbury’s director of information technology from 2008 to 2013. His key responsibilities included developing and implementing a comprehensive IT strategy; managing vendor relationships, contracts, and agreements; and overseeing the data center and desktop support operations. Mr. Ethridge graduated from Arizona State University with a Bachelor of Science in political science.  

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 senior financial consultant at TD Ameritrade, where she analyzed client portfolios and advised in product and service selection. Her previous roles included business development and client service. Ms. Flores graduated from California State University, Long Beach with a Bachelor of Science in business administration.  

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. Prior to joining Canterbury, Ms. Green was junior hedge fund analyst at AllianceBernstein, where she supported the firm’s hedge fund manager due diligence process, and an investment data analyst at Meketa Investment Group. She received a Bachelor of Arts in international liberal studies with a concentration in international political science from Waseda University in Tokyo, Japan, and a Master of Arts in economics from Claremont Graduate University.  

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 Canterbury Outsourced CIO, as well as the Global Equity and Private Equity Manager Research Committees. Prior to joining Canterbury in 1995, he was in charge of asset consulting on the West Coast for the retirement services division of CIGNA Corporation. From 1985 to 1986, he was a consultant with Allrich, Alexander & Co. in Los Angeles, where he specialized in pension investments. Mr. Laven is a former director of the Western Pension Benefits Conference. He graduated from Princeton University with a Bachelor of Arts and is a CFA® charterholder.  

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 marketing team at BookPal, developing and executing creative strategies for increasing new customer acquisitions and client retention at the online bulk bookseller. Ms. Lee graduated from the University of California, Irvine with a Bachelor of Arts in English with a minor in literary journalism.  

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 Markets Committee and plays an integral role in determining the firm's macro investment views. Mr. Levey also sits on the Global Equity and Private Equity Manager Research Committees, and on the Outsourced Investment Management Committee. Upon joining Canterbury in 2005, Mr. Levey partnered with senior consultants as an analyst performing asset allocations studies, implementing portfolio decisions, and conducting performance measurement. Previously, Mr. Levey was a financial advisor at Morgan Stanley. Mr. Levey received his Bachelor of Arts in business administration with a concentration in finance from California State University, Fullerton and is a Chartered Alternative Investment Analyst.  

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 Committee. Prior to his current role, Mr. LoPiccolo was an investment analyst supporting institutional and private wealth clients with investment implementation and performance reporting. Before joining Canterbury, Mr. LoPiccolo was a sales associate for Union Bank Investment Services, providing private clients with investment and retirement planning solutions. Mr. LoPiccolo received his Bachelor of Arts in finance from California State University, Long Beach.  

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 and he also sits on the Capital Markets Committee. Prior to joining Canterbury, Mr. Lui was a trader and research analyst at Knightsbridge Asset Management. Mr. Lui received his Bachelor of Arts in economics from University of California, Berkeley and is a CFA® charterholder.  
Published articles for Matthew Lui, CFA

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 at WCM Investment Management, where he was responsible for equity research and analyst support. Mr. Meek graduated from the University of Southern California with a Bachelor of Science in business administration and a minor in mathematical finance.  

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 Profit Recovery Partners, where he was responsible for innovative expense reduction. He also has prior experience as a senior fund analyst for Franklin Templeton Investments, with mutual fund accounting responsibilities. Mr. Merchant graduated from Loyola Marymount University with a Bachelor of Business Administration in finance.  

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 Financial Advisors where he managed client relationships and portfolios and was involved in the advanced planning process, which addressed estate and income tax considerations. He also worked at Pacific Capital Bancorp and Wells Fargo Bank. Mr. Moel earned a Bachelor of Science from San Francisco State University and a Master of Business Administration from California Lutheran University.  

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 effectiveness. In addition to providing core advice on asset allocation and manager selection, Mr. Montgomery brings value to his clients’ portfolios by developing wealth strategies that optimize tax considerations and by educating multi-generational families on financial stewardship. He also sits on the Hedge Fund and Private Equity Manager Research Committees. Prior to joining Canterbury in 1999, he worked as a financial advisor at American Express and spent six years managing his own practice at K.F.M. Mr. Montgomery graduated from Stanford University with an economics and political science emphasis and is a Chartered Alternative Investment Analyst.  
Published articles for JD Montgomery, CAIA

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 for TorreyCove Capital Partners, LLC, where he monitored and reported on the performance of funds for institutional investors. Mr. Murray graduated from California State University, San Marcos, with a Bachelor of Science in business administration with an emphasis in finance.  

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 of their portfolios to Canterbury. In that role, Ms. Parekh is the chair of the Canterbury Outsourced CIO Committee and a member of each of the firm’s five Manager Research Committees. She joined Canterbury in 1996 as the manager of analytics with responsibility for directing the firm’s account analysts and client services group. In that role, Ms. Parekh secured many of the asset allocation modeling and research software tools we use today. In 2001, she became the director of manager research, responsible for oversight of all manager, fund, and product research; maintenance of Canterbury’s proprietary research database; and chairing the Investment Manager Research Committee. Ms. Parekh graduated from the University of Hong Kong with a Bachelor of Arts in economics. She completed her Master of Business Administration at Shenandoah University.  

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 Partners, LLC, where he performed due diligence on private capital managers, focusing on the areas of growth equity and venture capital. Mr. Podwill double majored in finance and business administration at the University of San Diego, where he received a Bachelor of Business Administration.  

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 management associate at Salient Consulting Group, where he was responsible for supporting the estate planning and wealth management group, creating portfolio reviews, and managing the investment team and operations. Mr. Sanchez holds a Bachelor of Arts in international business with a minor in Spanish from California State University, Fullerton. He also earned his Master of Business Administration from the University of Redlands.  

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 Manager Research Committees, and sits on the Capital Markets Committee. Prior to joining Canterbury, Mr. Shiras served as a financial analyst with Apriem Advisors, where he conducted security and economic research, and was an investment analyst with NFP Retirement, where he contributed to strategy and market research. Mr. Shiras received a Bachelor of Arts in business administration from the University of California, Irvine and is a CFA® charterholder.  

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; manager search and due diligence; custodian bank review and search; portfolio cost analysis; portfolio rebalancing; and performance evaluation. Prior to joining Canterbury in 2014, Ms. Splane was director of portfolio implementation for Russell Investments. She earned a Bachelor of Arts in business administration with a finance concentration at the University of Washington.  

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 Research Committee. Prior to his current consulting role, Mr. Stillman was an investment analyst primarily serving institutional clients. Mr. Stillman graduated from California State University, Fullerton with his Bachelor of Administration in business administration.  

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’s marketing plan, enhancing the firm’s reputation and brand, leveraging external resources, and reinforcing a culture of marketing and client growth. Prior to joining Canterbury in 2015, Ms. Sullivan excelled in managing marketing, communications, and business development activities at both for-profit and nonprofit companies, including Vertos Medical and the American Heart Association. Ms. Sullivan received her Bachelor of Arts in communications with an emphasis in business from Merrimack College, Massachusetts.  

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 measurement. Mr. Touhey sits on the firm’s Fixed Income and Hedge Fund Manager Research Committees. He joined Canterbury in 2006 as a senior analyst responsible for quantitative and qualitative analytical work on client portfolios. Previously, Mr. Touhey was an analyst at Mercer Investment Consulting in Chicago, Illinois, and began his career as an analyst at The Rockwater Group, a boutique investment advisor in Newport Beach, California. Mr. Touhey received a Bachelor of Business Administration from Eastern Michigan University and is a Chartered Alternative Investment Analyst.  

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 implementation. Prior to joining Canterbury in 2015, Ms. Tseng was a senior associate with Analytic Investors, a quantitative asset manager, where she focused on servicing a broad range of institutional clients. Before that, she worked with Western Asset Management Company as an associate servicing eleemosynary clients. Ms. Tseng graduated from California State Polytechnic, Pomona with a degree in business administration, finance.  

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 to his clients’ portfolios through his work in developing investment policy statements, modeling asset allocation, and crafting custom portfolios. Mr. Wood sits on Canterbury’s Fixed Income, Real Assets, and Private Capital Manager Research Committees. Prior to joining Canterbury, he was a vice president at Nicholas Applegate Capital Management from 1999 through 2004. Mr. Wood serves on the board of the Downtown Seattle YMCA. Mr. Wood received his Bachelor of Arts in economics from the University of New Mexico and is a CFA® charterholder.