Donny LoPiccolo
VP, Canterbury Consulting
About
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 planning solutions. He currently serves as a volunteer Board Member for the 49er Foundation of California State University at Long Beach, as well as for Community Hospital Long Beach Foundation. Mr. LoPiccolo received his Bachelor of Arts in finance from California State University, Long Beach and is a CFA® charterholder.