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.