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Donny Lopiccolo

Vice President

Canterbury Consulting

United States, California, Orange County

About Me

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

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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

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