Brian Liu

Investment Analyst At Canterbury Consulting

Role
Investment Analyst at Canterbury Consulting
Location
Newport Beach, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Investment Analyst

    Canterbury Consulting

    Jun 2024 — Present · Newport Beach, CA, US

    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.

Education

  • University of California, Irvine - The Paul Merage School of Business

    Bachelor of Arts - BA

    2020 — 2024

  • Torrey Pines High School

    High School Diploma

    2016 — 2020

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Brian Liu — Investment Analyst at Canterbury Consulting in Newport Beach, CA, US | Unifers