CoverProfile

Walter R. Brugman III

Senior Investment Analyst

Canterbury Consulting

United States, California, Duarte

About Me

As a senior investment analyst, Mr. Brugman works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Mr. Brugman completed Canterbury’s investment analyst internship program. He graduated from California State University, Fullerton with a Bachelor of Arts in business administration, concentrating in accounting and finance.

Profile Information

Senior Investment Analyst

Canterbury Consulting

Investment Team

Investor

Consultant

Duarte

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Karla Flores
Senior Investment Analyst
ML
Michael Laven
Chief Executive Officer
Profile Photo
D Robinson (Bob) Cluck
Co-founder, Chairman
Profile Photo
Donny Lopiccolo
Vice President

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth