Traci Splane
Investment Management Professional
- Role
- Sr Manager, Analytics at Canterbury Consulting
- Location
- Anaheim, CA, US
- LinkedIn followers
- 500 followers
Experience
Sr Manager, Analytics
Jan 2014 — Present
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
Education
University of Washington
B.A., Business Administration, Finance Concentration
1979 — 1983
Skills
- Investments
- Financial Services
- Fund of Funds
- Business Analysis
- Fixed Income
- Investment Strategies
- Alternative Investments
- Investment Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Modeling
- Asset Management
- Equities
- Portfolio Management
- Asset Managment
- Hedge Funds
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.