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Poorvi Parekh
Director Of Outsourced Investments at Canterbury Consulting
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Work Experience
Sep 2000 - Present · 24 years and 3 months
Director Of Outsourced Investments
Aug 2012 - Present · 12 years and 4 months
President & Ceo
Sep 2009 - Sep 2013 · 4 years
Dir Of Manager Research
Sep 2000 - Aug 2009 · 8 years and 11 months
Company Details
51-200 Employees
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.
Year Founded
1988
Social Media
Linkedin
Industry
Investment Management, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
610 Newport Center Drive Suite 500 Newport Beach, California 92660, US
Keywords
wealth managementmanagement real estateinvestment advisorydiscretionary managementinstitutional advisorydiscretionary servicesfiduciary caremanagement approach investmentclasses risk managementpassive management
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