Employees of Canter Companies do not provide investment advice.
Employees of Canter Companies do not provide investment advice.
Andrew’s high energy and innovative spirit is the driving force behind Canter Companies. He inspires the entire team to embrace an ambitious entrepreneurial attitude. As President and CEO, Andrew Canter founded Canter Companies to capitalize on the opportunities from Southern California’s real estate market. Over the years, Andrew has successfully grown Canter Companies from a small real estate boutique to a full-service investment firm in a challenging economic environment.
Prior to founding Canter Companies, Andrew gained valuable experience in investment planning, construction management and finance that enable him to recognize undefined opportunities and capitalize on them. In addition to his financial acumen, he has held various securities and real estate licenses in the State of California. Andrew gives back to the community through a variety of local, regional and national charities.
As the Vice President Portfolio Manager, Isaac manages Canter Wealth's funds and investments. He has been instrumental in Canter’s growth with a strong business acumen from overseeing national accounts for BGK Integrated Group (BIG) and as Vice President of Core Realty where he focused on investment structures, executive-level communication, deal underwriting, and identifying and cultivating new partnerships. Isaac began his career as a senior due diligence analyst at Independent Financial Group. He graduated from San Diego State University with a Bachelor of Science in finance. He has held a Series 7, 22, 24 and 66 licenses and is a licensed real estate broker in California.
With a 25-year career in both investment banking and private banking at Credit Suisse, Morgan Stanley, and Cowen & Co, Todd's mission is to take the best practices from the financial services industry and combine them with the innovation of the technology industry. Todd founded BxC, a company formed with a goal to transform the wealth management industry by delivering better user experiences.
Babak Gahvari brings over ten years of wealth management expertise to the Canter team. Prior to joining Canter Strategic Wealth Management, Babak worked for Dimensional Fund Advisors, one of the largest asset managers in the world.1 Babak has an extensive background in capital market research, regression analysis, and multi-factor based portfolio theory. In his role at Dimensional, Babak spent his time consulting with investment advisors in the Northeast, overseeing nearly $4BB in client assets. Babak also spent nearly 4 years as a Director for one of the fastest growing financial planning firms in the country. During his tenure as a financial planner, Babak collaborated with individual clients on comprehensive retirement planning, with a focus on tax mitigation strategies and portfolio construction. Babak is a CERTIFIED FINANCIAL PLANNERTM as well as an Accredited Investment Fiduciary.®
Babak graduated from the University of California, Irvine with a Bachelor of Political Science. He graduated cum laude in addition to Departmental Honors for his senior thesis. In his free time, he enjoys hiking, playing soccer, and is an avid fan of art, architecture, and cosmology.
As Head of Client Services, Karen’s experience in multiple industries combined with her time in the wealth management field makes her a valuable partner and resource for our clients. Karen coordinates with the firm’s custodians, overseeing both portfolio transactions and operations within Canter Wealth. She also acts as a liaison with client’s CPAs, estate planning attorneys and other industry experts, both within Canter Companies and outside, to strive to prove her clients with the best possible experience.
“What I enjoy most about my position is building trusting relationships with my clients—I gain so much from them, and it is incredibly rewarding.”
Karen graduated from Central Michigan University with a Bachelors in Business Administration and English. She has lived in Detroit, Boston, Washington D.C., San Francisco and Tucson, and has been happy to call San Diego her home for over 19 years now. In her spare time, she enjoys volunteering, spending time with her son, Tyler, during his breaks from college, traveling, and finding new places to explore in San Diego.
Brittany joined Canter in Spring of 2016 upon the opening of Canter’s third office. She earned her bachelor’s degree in Advertising and Marketing Communications in 2012 and relocated from New York to San Diego in 2014. Brittany is the voice of Canter Wealth on social media and assists with company-wide marketing initiatives. Brittany also manages the La Jolla office and facilitates all employee onboarding.
The Director of Acquisitions of Canter Companies, Jason specializes in quickly and effectively identifying suitable investment properties that fit the stringent underwriting guidelines of CC. Jason helps Canter Wealth clients with their real estate investments, providing valuations and advice for various properties.
He has successfully facilitated the acquisition and disposition of dozens of trustee sale properties for Canter Companies. Prior to his tenure at CC, Jason was a research analyst within the Real Estate Valuation Department for The Corky McMillin Companies, one of San Diego’s largest home builders. At Corky McMillin, Jason helped with proprietary research in finding suitable development opportunities, managed monthly market data and created complex economic indices used for forecasting. He has a bachelor’s degree in economics from San Diego State University and is an actively licensed real estate salesperson with affiliations with CAR and SDAR.
Arielle joined Canter Companies in the Spring of 2016. Born & raised in Brooklyn, NY, Arielle made her move to San Diego in 2014. She earned her bachelor’s degree in Business Management & Entrepreneurship. As Client Relations, she’s the liaison between the company and our investors.
Kim Stasik is the Financial Administrator for Canter Wealth. Prior to joining the Canter team, she had her own bookkeeping business. With over 20 years of bookkeeping and accounting experience, Kim is responsible for fiscal management. She has been with the company since its inception.