WHY SENDERO^®

People

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. Our areas of expertise spread across multiple generations and each member of our team brings unique strengths and experiences to create tailored questions.

Partner
Investment and Research
Investment Advisors and Portfolio Managers
Client Services
Business Operations
All

Amaury de Barros Conti

Partner | Vice President Investments

Client Relationship Specialist

Anne Buckthal Chilton, CFA

Investment Advisor

Ariel Palomo, Jr.

Senior Client Relationship Specialist

Portfolio Analyst

Brenda D. Allen

Senior Operations Specialist | AML Compliance Officer

Camille J. Svitek, CFA, CFP^®

Portfolio Manager

Carmen M. Goerges

Partner Liaison | Philanthropic Specialist

Human Resources Specialist

Director of Information Technology

Senior Systems Administrator

Client Experience Associate

Diane M. Connor

AP/AR Accounting Specialist

Partner | President

Elizabeth Flavin Crawford

Partner | Chief Executive Officer | Management Committee

Fabian J. Rodriguez

Investment Advisor

Franklin C. Davis IV, CFP^®, CMT^®

Portfolio Manager

Fred W. Middleton

Partner | Chairman Emeritus

Operations Manager

Gregg E. Muenster, PhD

Senior Philanthropic Advisor

John B. Rowsell, PhD

Partner | Chief Strategist | Management Committee

Katherine Jass Slone

Client Relationship Specialist

Marketing Coordinator

Kristina Craig, CPA, CGMA^®

Chief Financial Officer | Chief Operating Officer

Lisa J. Casarez

Client Service Associate

Nathan Gonzalez

Portfolio Manager

Advisory Board Member

Client Relationship Specialist

Research Analyst

Senior Financial Analyst

Partner | SFE Family Office | Management Committee

Scott R. McMillian, CPA, CFP^®

Partner | Chairman

Tara D. Maxwell, PHR, SHRM-CP

Thano Hasiotis, CFA

Managing Director, Sendero Family Enterprise | Strategist to Investment Committee

Investment Advisor

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

Fred W. Middleton

Partner | Chairman Emeritus

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

Fred W. Middleton

Partner | Chairman Emeritus

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