- Investment Advisor
Ed is a seasoned financial professional with over two decades of experience in portfolio management, investment strategy, and risk mitigation. Throughout his career, he has held senior leadership positions at prominent financial institutions, where he has demonstrated a deep expertise across fixed income, equities, alternative assets, and asset liability management. Ed has successfully managed multibillion dollar portfolios and led the restructuring of underperforming portfolios for companies.
Ed works closely with clients to identify their goals and develop tailored, efficient investments strategies to help them achieve success. He is committed to delivering an exceptional client experience and seeks to elevate both client outcomes and the firm’s overall success. A natural leader, Ed leverages his dedication, drive, and deep industry knowledge to inspire his teammates to achieve success.
Ed joined Sendero® in 2025 as an Investment Advisor. He is a CFA charterholder and earned a Master of Business Administration in Finance from St. Mary’s University and a Bachelor of Business Administration in Finance from the University of Texas. He has served as an adjunct professor of finance at the University of Incarnate Word and is actively involved in the San Antonio Chapter of the CFA Institute and the Ronald McDonald House, where he serves as Finance Director and Board Member.
Experience & History
- Investment Advisor, Sendero®
- Chief Investment Officer, Executive Vice President, Broadway Bank
- Senior Vice President of Investments, First State Bank of Uvalde
- Lead Analyst, USAA
- Director of Fixed Income, Wealth Management, Austin, Calvert and Flavin, Inc.
- Vice President of Fixed Income Research, Advisors Asset Management
- Treasury Manager, Clear Channel Communications, Inc.
- Senior Analyst, Brokerage Services Manager, Bond Desk Manager, Broker, USAA
- Adjunct Professor of Finance, graduate and undergraduate, University of Incarnate Word
- Master of Business Administration, St. Mary’s University
- Bachelor of Business Administration – Finance, The University of Texas
- Chartered Financial Analyst
- Finance Director and Board Member, Ronald McDonald House
- Investment Committee, Communities in Schools San Antonio