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Montgomery

Montgomery

Managing Director | Canterbury Consulting

California, Newport Beach, United States

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Montgomery

Summary

Montgomery is a seasoned investment advisory professional with over two decades of experience at Canterbury Consulting, where he serves as Managing Director. With a strong academic foundation in Political Science and Economics from Stanford University, he has honed his expertise in asset allocation, risk management, and performance measurement. His role involves overseeing significant investments for foundations and families, showcasing his ability to navigate complex financial landscapes. Montgomery is known for his client-centric approach, ensuring that investment strategies are tailored to meet specific goals. He is passionate about delivering exceptional service and performance, which has contributed to Canterbury's reputation in the industry. Outside of his professional commitments, he may engage in community initiatives or mentorship programs, reflecting a commitment to giving back. Montgomery's extensive career is marked by a blend of leadership and technical acumen, positioning him as a trusted advisor in the investment sector.

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Long-Term Tenure

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Montgomery

Work Experience

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Managing Director at

Canterbury Consulting

November 1997 - Present

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Montgomery

Education

Stanford University, AB Political Science/Economics

January 1984 - January 1988

Frequently Asked Questions about Montgomery

What is Montgomery email address?

Montgomery's primary email address is **@canterburyconsulting.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Montgomery work for?

Montgomery is a Managing Director at Canterbury Consulting.

Where Montgomery graduated from?

Montgomery holds a degree in null from Stanford University.

How can I directly contact Montgomery?

To contact Montgomery directly, you can use the email address **@canterburyconsulting.com. Complete contact information is available upon registration with Muraena.

Who is Montgomery?

Montgomery is a seasoned investment advisory professional with over two decades of experience at Canterbury Consulting, where he serves as Managing Director. With a strong academic foundation in Political Science and Economics from Stanford University, he has honed his expertise in asset allocation, risk management, and performance measurement. His role involves overseeing significant investments for foundations and families, showcasing his ability to navigate complex financial landscapes. Montgomery is known for his client-centric approach, ensuring that investment strategies are tailored to meet specific goals. He is passionate about delivering exceptional service and performance, which has contributed to Canterbury's reputation in the industry. Outside of his professional commitments, he may engage in community initiatives or mentorship programs, reflecting a commitment to giving back. Montgomery's extensive career is marked by a blend of leadership and technical acumen, positioning him as a trusted advisor in the investment sector.

Montgomery`s contact details

mail

**@canterburyconsulting.com

Colleagues

Tiffany Tseng

Client Service Associate

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Brandon Stillman

Investment Services Sales/Support Associate

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Brandyn Murray

Vice President

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Brenden Meek

Investment Research Intern

Krueger Kenneth

Managing Director

Adele Berwanger

FVP, Business Trust Services

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Emmett Shiras

New Business Analyst

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Michael Laven

Chief Executive Officer

Nolan Wood

Managing Director

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