Sendero | People
Sendero|People
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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.
  1. Partner
  2. Investment and Research
  3. Investment Advisors and Portfolio Managers
  4. Client Services
  5. Business Operations
  6. Partners Emeriti
  7. Advisory Board Members
  8. Family Office
  9. All
Alissa Ortiz
Client Relationship Specialist
Amaury de Barros Conti
Partner | Vice President Investments
Anne Buckthal Chilton, CFA
Partner | Investment Advisor
Ariel Palomo, Jr.
Senior Client Relationship Specialist
Carmen M. Goerges
Grants Manager
Carol Ocker
Director of Grants Management
Cindy Wyatt
Human Resources Specialist
Codey Flickinger, CPA
Director | SFE Family Office
David Dale
Partner | Director of Information Technology
David H. Coull
Senior Systems Administrator
Debbie Ponzio
Client Experience Associate
Diane M. Connor
AP/AR Accounting Specialist
Dorathy Rodriguez
Operations Administrator
Ed Kreusel, CFA
Investment Advisor
Edward A. Hart
Partner | Chairman
Elizabeth Flavin Crawford
Partner | Chief Executive Officer | Executive Committee
Eric M. Gallardo, CIMA® 
Institutional Portfolio Manager
Fred W. Middleton
Founder
George Watson
Director of Operations
Gregg E. Muenster, PhD
Senior Philanthropic Advisor
Ian Sale
Partner | President | Chief Operating Officer
Jake T. Carlyle
Client Relationship Specialist
Jared Hunt
Senior Portfolio Manager
Jesse Rabadan
Accountant II
John B. Rowsell, PhD
Partner | Chief Investment Officer | Executive Committee
Julie K. Gerron, CFA
General Counsel | Chief Compliance Officer
Katherine Jass Slone
Client Relationship Specialist
Katherine LeFlore Smelko
Partner Liaison | Philanthropic Specialist
Kayla Nickleberry Williams
Marketing Coordinator
Kristina Craig, CPA, CGMA®
Partner | Chief Financial Officer | Vice President Estate & Tax
Laura Cantu
Portfolio Manager
Lee Przybyla, CFP® 
Vice President Financial Planning
Mike Schultz
Advisory Board Member | Sendero Partners
Patrick Kenary
Advisory Board Member | Sendero Partners
Rahnae Johnson
Alternatives Coordinator
Ricardo Medina
Research Analyst
Rodrigo Lopez
Partner | Director of Due Diligence
Roy H. Trice
Partner | SFE Family Office | Executive Committee
Sadie I. Schweers
Wealth Advisor
Scott R. McMillian, CPA, CFP®
Founder
Stephen Bell
Portfolio Manager
Suzy Lopez
Client Service Associate
Tara D. Maxwell, PHR, SHRM-CP
Partner | Family Engagement Founder
Thano Hasiotis, CFA
Advisory Board Member | Sendero Partners
Tom Yager, CIMA® , ChFC® 
Investment Advisor
Tyler Davies
Partner | Investment Advisor
Valerie Acevedo
Client Relationship Specialist

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

Sendero|People

Fred W. Middleton

Partner | Chairman Emeritus

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

Sendero|People

Fred W. Middleton

Partner | Chairman Emeritus