As an investment consultant to institutions and families, Mr. LoPiccolo assists clients with investment strategy, asset allocation, and risk management. He is a shareholder of the firm and serves as vice chair of Canterbury's ESG Committee. He also sits on the Capital Markets and Real Assets Manager Research Committees. Prior to his current role, Mr. LoPiccolo was an investment analyst supporting institutional and private wealth clients with investment implementation and performance reporting. Before joining Canterbury, Mr. LoPiccolo was a sales associate for Union Bank Investment Services, providing private clients with investment and retirement plan
Donny Lopiccolo
Vice President
Canterbury Consulting
United States, California, Orange County
About Me
Profile Information
Vice President
Canterbury Consulting
Investment Team,Operations Team
Investor
Consultant
Orange County
California
United States
Jan 8, 2025
Work Experience
Canterbury Consulting
Vice President Dec 2017 - Present
Email: dlopiccolo@canterburyconsulting.com
Keylinks
More profiles to browse
Poorvi Parekh
Director of Outsourced Investments
DC
Debashis Chowdhury
President
Karla Flores
Senior Investment Analyst
Loren Asmus
Vice President, Investment Research
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST