David Noell, CIMA^®

With a client-first mindset, David specializes in crafting goal-based, individualized portfolio recommendations and translating complex financial topics and data into clear, relatable insights. He is committed to delivering exceptional service to clients and building genuine relationships that last. His collaborative nature and team-oriented approach make him a valued contributor within the firm.

As Portfolio Manager, David works with the investment team to create asset allocation recommendations for client portfolios. His responsibilities include implementing suitable investment strategies, conducting monthly financial modeling, managing databases and investment policy targets, monitoring portfolios, and ensuring the accuracy of investment strategies and benchmark performance.

David earned his degree in Kinesiology Exercise Science from The University of Texas at San Antonio. He holds FINRA Series 7 and 66 licenses, a Texas Life and Health License, and has completed the prestigious CIMA^® program at Yale School of Management. He joined Sendero ^® in 2025, bringing a strong foundation in both analytical rigor and client service.