Canterbury Consulting Information
Contact top employees from
Canterbury Consulting
Summary
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educa...Show more
Industries
Investment Management
Headquarters Location
Employees Size
100-200 employees
Founded
1988
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Canterbury Consulting shows a diverse range of experience levels:
2% have been with the company for less than 1 year16% for 1–2 years4% for 3–4 years12% for 5–7 years12% for 8–10 years54% have over 11 years of service at Canterbury ConsultingEx-employees positions
In Company
In New Company
Contact top employees from
Canterbury Consulting
Kristina Tate
Portfolio Administrator
Kyle McIntyre
Senior Associate - Private Capital Research
Poorvi Parekh
Managing Director
Brenden Meek
Vice President
Traci Splane
Sr Manager, Analytics
Joel Zambrano
Director
Kami Kamiabi
Senior Portfolio Administrator
Jason Levey
Director
Christian Cruz
Senior Associate, Investment Research
Katie Sullivan
Senior Manager of Marketing
Tom Connell
Portfolio Administrator
Erin Gwinn
Private Fund Manager
Donny LoPiccolo
Vice President
Debashis Chowdhury
President
Adele Berwanger
Managing Director
Suzanna Wu
Controller
Emmett Shiras
Vice President, Investment Research at Canterbury Consulting
Nicholas Sorpraseuth
Performance Manager
Monica Bayya
Portfolio Administrator
D Robinson Cluck
Chairman
Tiffany Tseng
Vice President
Joshua Alesescu
Associate
Sandra Cline
Performance Analyst
Brandyn Murray
Vice President
Brenden Meek
Investment Analyst
Remy Briles
Portfolio Administrator
Sean Touhey
Managing Director
Desiree Glick
Manager of Human Resources
Christian Escalante
Vice President, Investment Research
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FAQ
Canterbury Consulting operates in the Investment Management industries. More details can be found on the official website: canterburyconsulting.com.
The headquarters of Canterbury Consulting are located in Newport Beach, United States.
Canterbury Consulting currently employs 100-200 people.
