- Investment Advisor
Anne has spent her career in finance and is a Certified Financial Analyst (CFA). As an investment advisor, Anne is actively engaged in guiding clients to achieving their goals, identifying new ones and managing the day-to-day running of portfolios. Many of our female clients enjoy having a woman advisor to work with.
Anne co-supervises the portfolio management team and is a trusted leader within the organization. She rises to challenges and is a natural problem solver. These skills often have her involved in internal growth and strategy projects.
Anne joined Sendero® in 2014 as a portfolio manager. She became a senior portfolio manager in 2018 and an investment advisor four years later. One of Anne’s greatest strengths is that she listens attentively, a necessary skill in dealing with the challenges that can come with wealth. In 2017 she was recognized with a 40 Under 40 award from the San Antonio Business Journal.
Experience & History
- Investment Advisor, Sendero Wealth Management
- Senior Portfolio Manager, Sendero Wealth Management
- Portfolio Manager, Sendero Wealth Management
- Portfolio Management Administrator, South Texas Money Management
- Bachelor of Arts – Business Administration, Rhodes College
- Chartered Financial Analyst
- Series 65 Licensed
- San Antonio Business Journal 40 Under 40 Rising Star Award Recipient
- Chartered Financial Analyst Society of San Antonio Member
- Junior League of San Antonio Member
- Hemisfair Conservancy Investment Committee
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