Insights

Sendero Wealth Management Welcomes Thomas Yager as Investment Advisor

Sendero Wealth Management Welcomes Ed Kreusel, CFA as Investment Advisor

Codey Flickinger, Director | SFE Family Office was recently featured in San Antonio Business Journal’s People on the Move publication as thy newest team member…

Governor Abbott recently signed House Bill 27 into law, requiring all Texas public high school students to complete a one-half credit course in personal financial…

Codey Flickinger, Director | SFE Family Office was recently featured in San Antonio Business Journal’s People on the Move publication as thy newest team member…

While retaining her role as Chief Financial Officer, Kristina was recently named Vice President Estate & Tax, where she serves as an in-house advocate for…

Kristina was recently honored with a San Antonio Business Journal 2023 C-Suite award. She speaks about what it takes to be a great leader is…

Julie was recently featured in San Antonio Business Journal's People on the Move publication for her role of General Counsel | Chief Compliance Officer at…

Our Chief Financial Officer | Chief Operating Officer, Kristina G. Craig, CPA CGMA® was recently awarded with San Antonio Business Journal's 2023 C-Suite Award. This…

Kristina G. Craig was awarded the San Antonio Business Journal’s C-Suite award in 2023. This award recognizes CEOs, presidents, vice presidents and other top-level managers…

Thano Hasiotis, CFA, was recently recognized in San Antonio Business Journal’s People on the Move for his role as Managing Director, Sendero Family Enterprise |…

Anne Buckthal Chilton, CFA was recently recognized in San Antonio Business Journal’s People on the Move for her promotion to Investment Advisor.