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Our Team

Your story.
Our expertise.
One team.

As a partner-led firm, Sendero is comprised of strategists and global financial experts with diverse and complementary backgrounds that build, manage, protect and implement wealth solutions. Our areas of expertise spread across multiple generations and each member of our team brings unique strengths and experiences to create tailored portfolios.

The foundation that we built our firm on is taking care of friends and family.

Fred W. Middleton

Partner | Chairman Emeritus

Back: Amaury de Barros Conti; Roy H. Trice; Scott R. McMillian; Tara D. Maxwell; John B. Rowsell, PhD;
Front: Elizabeth Flavin Crawford; Fred W. Middleton; Edward A. Hart

Our Team

Personal attention and focus. We offer unbiased advice and personalized investment strategies to help preserve, protect, and grow our clients’ assets. Our team of dedicated experts deliver comprehensive wealth management solutions.

 

Brenda D. Allen

Brenda D. Allen

Senior Operations Specialist
AML Compliance Officer
Anne Buckthal Chilton, CFA

Anne Buckthal Chilton, CFA

Investment Advisor

Diane Connor

Diane Connor

Client Relationship Specialist

David H. Coull

David H. Coull

Senior Systems Administrator

Amaury de Barros Conti

Amaury de Barros Conti

Partner
Vice President Investments

Kristina Craig, CPA, CGMA®

Kristina Craig, CPA, CGMA®

Chief Financial Officer &
Chief Operating Officer

Elizabeth Flavin Crawford

Elizabeth Flavin Crawford

Partner
Chief Executive Officer
David Dale

David Dale

Director of Information Technology

Tyler Davies

Tyler Davies

Investment Advisor

Franklin C. Davis, IV CFP, CMT

Franklin C. Davis, IV CFP, CMT

Portfolio Manager

Shawna Frerich

Shawna Frerich

Assistant Controller

Carmen M. Goerges

Carmen M. Goerges

Partner Liaison
Foundations Specialist

Thano Hasiotis

Thano Hasiotis

Managing Director

Edward A. Hart

Edward A. Hart

Partner
President

Rahnae Johnson

Rahnae Johnson

Client Relationship Specialist

Patrick Kenary

Patrick Kenary

Senior Strategist for Sendero Partners

Rodrigo Lopez

Rodrigo Lopez

Financial Analyst

Tara D. Maxwell PHR, SHRM-CP

Tara D. Maxwell PHR, SHRM-CP

Partner
Vice President

Scott R. McMillian CPA, CFP

Scott R. McMillian CPA, CFP

Partner
Chairman

Fred W. Middleton

Fred W. Middleton

Partner
Chairman Emeritus

Gregg E. Muenster, PhD

Gregg E. Muenster, PhD

Senior Philanthropic Advisor

Ariel Palomo, Jr.

Ariel Palomo, Jr.

Senior Client Relationship Specialist

Camille J. Pitman, CFP

Camille J. Pitman, CFP

Portfolio Manager

Debbie A. Ponzio

Debbie A. Ponzio

Client Experience Associate

Fabian J. Rodriguez

Fabian J. Rodriguez

Investment Advisor

John B. Rowsell, PhD

John B. Rowsell, PhD

Partner | Chief Strategist

Roy H. Trice

Roy H. Trice

Partner
SFE Family Office

George Watson

George Watson

Operations Manager

Cindy Wyatt

Cindy Wyatt

Human Resources Associate

Investment Management

Family Office

Family Foundations

Women & Wealth

Family Legacy

Let’s discuss your financial future.

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Insights

What To Do When Liquidity Washes Over You

What To Do When Liquidity Washes Over You

One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
 
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.

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