Cole McGowan
Investment Research Analyst @Canterbury Consulting
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WORK HISTORY
Investment Research Analyst @Canterbury Consulting
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.Named as one of the Best Places to Work by the Orange County Business Journal in 2023, 2022, 2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management in 2022, 2021 and 2020. Learn more about Canterbury at
EDUCATION
UC Irvine
Bachelor of Business Administration - BBA, Business Economics
Chapman University
Bachelor of Business Administration - BBA, Finance
ABOUT COLE MCGOWAN
Senior at Chapman University in pursuance of BBA in finance with a minor in analytics. Passionate about developing skills in financial modeling, deal making, market research, and investment strategy.
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