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

Jared Arteaga
Wealth Management Associate
NW
Nolan Wood
Managing Director
Loren Asmus
Vice President, Investment Research
DC
Debashis Chowdhury
President
You Might Like
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management