Sendero Wealth Management

Description

Address: 250 W Nottingham Dr #300, San Antonio, TX 78209 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (210) 805-0171: Place name: : Category: : : : Website: : Website: http://www.sendero.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.

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Sendero Wealth Management Employees

Employee
Years
Job
Industry
Ed Hart Ed Hart San Antonio, Texas Area Details
Ed Hart's Sendero Wealth Management Experience March 2012 - Present
Job Managing Director at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management   March 2012 - Present
Goldman, Sachs & Co.   July 2006 - January 2012
Austin, Calvert & Flavin   October 2002 - June 2006

Education
The University of Texas at Austin - Red McCombs School of Business   1997 — 1999
MBA, Finance

Washington and Lee University   1987 — 1991
BA, History

Elizabeth Crawford Elizabeth Crawford San Antonio, Texas Details
Elizabeth Crawford's Sendero Wealth Management Experience March 2012 - Present
Job Managing Director at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management   March 2012 - Present
The Trust Company  October 2003 - March 2012
Barrow Hanley Mewhinney & Strauss  May 2001 - August 2003

Education
Boston University   1990 — 1994
BA, Psychology

Saint Mary's Hall   1990 — 1990

John Robin Stewart John Robin Stewart San Antonio, Texas Area Details
John Robin Stewart's Sendero Wealth Management Experience May 2014 - Present
Job Marketing Analyst at Sendero Wealth Management
Industry Marketing and Advertising
Experience
Sendero Wealth Management   May 2014 - Present
Alpha Warrior   August 2011 - June 2014
Hill Country Bakery  January 2012 - May 2014
Texas Tech University  August 2009 - July 2010
Evensky & Katz  May 2009 - August 2009
Chevron  September 2007 - January 2008

Education
Texas Tech University
BBA, Marketing, Studies in Personal Finance

Rust Oliver Rust Oliver Odessa/Midland, Texas Area Details
Rust Oliver's Sendero Wealth Management Experience June 2012 - August 2012
Job Account Manager at Summit ESP
Industry Oil & Energy
Experience
Summit ESP  September 2015 - Present
Summit ESP  March 2015 - September 2015
Halliburton  April 2014 - February 2015
Inwood National Bank  February 2013 - July 2013
Sendero Wealth Management   June 2012 - August 2012
Texas A&M University  January 2012 - May 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Data Analysis, Social Media, Teamwork, Budgets, Finance, Leadership, Customer Service, Economics, Access, Spanish, Artificial Lift, Artificial Lift Design, Research, Financial Analysis, Public Speaking

Education
Texas A&M University   2008 — 2012
Bachelor of Science (B.Sc.), Agricultural Economics

Amaury Conti Amaury Conti San Antonio, Texas Details
Amaury Conti's Sendero Wealth Management Experience March 2012 - Present
Job Portfolio Manager at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management   March 2012 - Present
Austin, Calvert & Flavin, Inc.   2004 - 2012
U.S. Global Investors   1996 - 2004

Education
St. Mary's University   1998 — 2001
Master of Business Administration (MBA), Finance, General

Florida Institute of Technology   1988 — 1992
Bachelor of Science (B.S.), Aviation Management/Flight Technology

LFNY

Andrew Alvarez Andrew Alvarez Jersey City, New Jersey Details
Andrew Alvarez's Sendero Wealth Management Experience August 2013 - August 2014
Job Experienced Financial Analyst
Industry Financial Services
Experience
Sendero Wealth Management   August 2013 - August 2014
Zaarly, Inc  February 2012 - May 2012
Laborde & Associates, PC CPAs   June 2011 - August 2011
Social Commerce Inc.   June 2011 - August 2011

Education
The University of Texas at San Antonio   2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Texas Christian University   2009 — 2011

Stan Stevenson Stan Stevenson Dallas/Fort Worth Area Details
Stan Stevenson's Sendero Wealth Management Experience April 2013 - Present
Job Managing Director at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management   April 2013 - Present
Northern Trust  December 2011 - April 2013
Stevenson Strategies, LLC   August 2010 - December 2011
Belmont Wealth Management   January 1996 - July 2010
Northern Trust  September 1992 - December 1996
Vantage Companies  May 1984 - August 1992
Mercantile National Bank  January 1980 - May 1984

Education
Southern Methodist University - Cox School of Business   1978 — 1979
Master of Business Administration (MBA)

Southern Methodist University - Cox School of Business   1972 — 1976
BBA, General Business and Finance

Lindsay Bagby Lindsay Bagby San Antonio, Texas Details
Lindsay Bagby's Sendero Wealth Management Experience September 2008 - March 2012
Job Chief Compliance Officer/Director of Operations at Matterhorn Capital Management, LLC
Industry Financial Services
Experience
Matterhorn Capital Management, LLC   April 2012 - Present
Sendero Wealth Management   September 2008 - March 2012

Education
Georgia Southern University - College of Business Administration   2004 — 2008
Bachelor of Business Administration (BBA), Finance, General

Gabby Rodriguez Gabby Rodriguez San Antonio, Texas Details
Gabby Rodriguez's Sendero Wealth Management Experience December 2010 - August 2014
Job Civil Engineer
Industry Civil Engineering
Experience
University of Connecticut Program's Office   August 2012 - May 2015
Sendero Wealth Management   December 2010 - August 2014

Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint, Engineering, Teamwork

Education
University of Connecticut   2010 — 2015
Bachelor of Science (B.S.), Civil Engineering

Incarnate Word High School   2006 — 2010
High School Diploma

Kirk Craig Kirk Craig Dallas, Texas Details
Kirk Craig's Sendero Wealth Management Experience April 2011 - August 2012
Job Senior Analyst IV, Corporate Planning & Execution at American Airlines
Industry Airlines/Aviation
Experience
American Airlines  September 2015 - Present
American Airlines  September 2014 - September 2015
American Airlines  March 2014 - September 2014
American Airlines  January 2013 - March 2014
Sendero Wealth Management   April 2011 - August 2012
Trinity University Student Managed Fund  August 2011 - May 2012

Education
Trinity University   2008 — 2012
Bachelor of Science, Business Administration; Finance

Garrett Harper Garrett Harper Dallas, Texas Details
Garrett Harper's Sendero Wealth Management Experience June 2013 - September 2013
Job Financial Analyst at RSF Partners
Industry Financial Services
Experience
RSF Partners  June 2015 - Present
Tudor, Pickering, Holt & Co.   June 2014 - September 2014
Sendero Wealth Management   June 2013 - September 2013

Skills
Microsoft Excel, Sports, Leadership, Time Management, Football, Sales, Financial Analysis, People Skills, Financial Modeling, Work Ethic, Microsoft Word, Financial Services

Education
Southern Methodist University   2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Alternative Assets

Auburn University   2011 — 2012

Auburn University

Southern Methodist University

Brian Henslee Brian Henslee San Antonio, Texas Details
Brian Henslee's Sendero Wealth Management Experience April 2013 - Present
Job Registered Due Diligence Analyst at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management   April 2013 - Present
Jefferson Bank  April 2011 - April 2013
Town North Bank  June 2008 - February 2011

Education
Texas A&M University   2004 — 2008
BBA, Finance

Scott McMillian Scott McMillian San Antonio, Texas Area Details
Scott McMillian's Sendero Wealth Management Experience December 1999 - Present
Job Chief Executive Officer at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management   December 1999 - Present

Education
Texas A&M University   1985 — 1990

Mike Miller, CFA, CAIA Mike Miller, CFA, CAIA San Antonio, Texas Area Details
Mike Miller, CFA, CAIA's Sendero Wealth Management Experience October 2008 - August 2015
Job Family Office Director/CFO at Petty Family Interests
Industry Investment Management
Experience
Petty Family Interests   September 2015 - Present
Sendero Wealth Management   October 2008 - August 2015
JMJ Associates  February 2007 - August 2008
Christian Brothers Automotive Corporation  June 2005 - December 2006

Education
The University of Texas at Austin - The Red McCombs School of Business   2013 — 2015
Master of Business Administration (MBA), Executive MBA

Texas Christian University - M.J. Neeley School of Business   2001 — 2005
BBA, Finance & Accounting

Amarillo High   1997 — 2001

Maria Alejandra Largacha Maria Alejandra Largacha San Antonio, Texas Area Details
Maria Alejandra Largacha's Sendero Wealth Management Experience August 2012 - December 2012
Job Masters Student at Trinity University
Industry Accounting
Experience
Rackspace, the Open Cloud Company  September 2013 - Present
Barnes & Noble College  December 2009 - May 2014
Deloitte  January 2014 - March 2014
Trinity University  January 2010 - December 2013
Vaquero Global Investment   May 2013 - August 2013
Trinity University Student Managed Fund  August 2012 - May 2013
Sendero Wealth Management   August 2012 - December 2012

Skills
Excel, Microsoft Office, Word, Customer Relations, Budgeting, Financial Analysis, Microsoft Excel, Microsoft Word, Customer Service, Management, Investments, Forecasting, Economics

Education
Trinity University   2014 — 2015
Master's Degree, Accounting

Trinity University   2009 — 2014
Bachelor, Accounting, Finance and Economics

Colegio Menor San Francisco de Quito   1994 — 2009

Adam Beck Adam Beck Houston, Texas Details
Adam Beck's Sendero Wealth Management Experience May 2010 - May 2011
Job Senior Analyst at The Dinerstein Companies
Industry Commercial Real Estate
Experience
The Dinerstein Companies  August 2014 - Present
Cathexis Capital   August 2013 - August 2014
Stout Risius Ross  March 2013 - August 2013
Amegy Bank  December 2012 - March 2013
Amegy Bank  June 2011 - December 2012
Sendero Wealth Management   May 2010 - May 2011

Skills
Investment Banking, Investment Advisory, Investment Strategies, Investment Properties, Alternative Investments, Equity Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Commercial Banking, Corporate Finance, Commercial Real Estate, Commercial Lending, Capital Markets, Financial Structuring, Capital Raising, Real Estate Development, Real Estate Economics, Corporate Real Estate, Real Estate

Education
Trinity University   2007 — 2011
BS in Business Administration w/concentrations in Finance & Accounting & BA in Economics

Ethan Hardin Ethan Hardin Boerne, Texas Details
Ethan Hardin's Sendero Wealth Management Experience February 2015 - May 2015
Job Attended The University of Texas at San Antonio
Industry Accounting
Experience
Tesoro Corporation  May 2015 - Present
Sendero Wealth Management   February 2015 - May 2015

Skills
Accounting, Bank Reconciliation, Financial Analysis, Auditing, Budgets, Leadership, Financial Accounting, Analysis, Project Management, SAP

Education
The University of Texas at San Antonio   2013 — 2015
Accounting

Texas Tech University   2011 — 2013
Mechanical Engineering