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…
More >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…
More >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,…
More >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 Capital Markets, Fixed Income, and Private Equity Mana…
More >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…
More >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…
More >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…
More >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…
More >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.…
More >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…
More >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, …
More >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…
More >As an 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 completed…
More >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…
More >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…
More >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…
More >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…
More >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 Manager Research Co…
More >As a wealth management associate, Mr. McIntyre assists families with portfolio construction, asset allocation, and performance reporting. Prior to joining Canterbury, he was part of the portfolio management group at Hall Capi…
More >As an 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 was a fi…
More >As a consulting associate, Mr. Meek works with taxable clients and institutions with asset allocation, portfolio construction, and performance reporting. He sits on both the Global Equity and Private Equity Manager Research C…
More >As an 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. Miller co…
More >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 …
More >Mr. Murray is a consulting associate who assists clients with investment strategy, asset allocation, and risk management. He sits on both the Fixed Income and the Private Equity Manager Research Committee. Prior to his curren…
More >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…
More >As a member of Canterbury’s Research Group, Mr. Podwill is responsible for sourcing, evaluating, and monitoring private capital managers. He serves as chair of Canterbury’s Private Equity Manager Research Committee, and sits …
More >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…
More >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…
More >As an 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 investm…
More >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…
More >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 …
More >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…
More >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…
More >Ms. Tseng is a consulting associate 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 i…
More >As an investment analyst, Mr. Willerth works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Mr. Willert…
More >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…
More >Sandie Cline, Performance Analyst
Jaycee Huynh, Performance Analyst
Chris Son, Performance Analyst
Nicholas Sorpraseuth, Performance Analyst
Joel Zambrano, Performance Manager
Adrienne DeAngelis, Senior Manager of Client Services
Lindsay Amendola, Investment Services Coordinator
Monica Bayya, Portfolio Administrator
Erin Gwinn, Senior Portfolio Administrator
Mehrdad Kamiabi, Operations Manager
Kristina Knust, Portfolio Administrator
Jamie McKenna, Investment Services Coordinator
Leta Muqolli, Investment Services Coordinator
Arielle Reza, Portfolio Administrator
Daniel Dwyer, Compliance Associate
Sandi Knapp, Executive Assistant
Sean Lee, IT Administrator
Victoria Loyko, Administrative Assistant
Barbara Martin, Accountant
Suzanna Martin, CPA, Controller
Jenifer Moore, Relationship Manager
Janelle Pederson, SPHR, Director of Human Resources
Mike Sewell, IT Manager
Mia Washington, Accounting Assistant