- Partner
- Chief Executive Officer
- Management Committee
- Investment Committee Member
Liz has been in the asset management business working with sophisticated families and institutions for over 28 years. Her extensive experience in the private bank sector, trust services, and institutional asset management provides the background and leadership to help Sendero® clients navigate investment and family issues. As Chief Executive Officer, Liz is responsible for implementing the strategic vision of the firm. She has been a partner of the firm since she joined in 2012 as Managing Director and was named CEO in 2017.
Liz is a vocal advocate for women and is passionate about helping them find their financial voice. By founding Sendero Women in 2018, Liz created a platform where women could freely talk about and understand their financial situations. This pioneering program provides tools and education designed to guide women and provide clarity in their financial future. Liz also co-founded an industry peer group of women CEOs from across the nation who come together to share best practices.
Liz hosts the “This is Wealth – Living Life Richly” podcast. The show explores wealth beyond money to encompass health, meaningful friendships, and supportive family dynamics. Through conversations with diverse guests, Liz seeks to enrich listeners’ lives with inspiring stories and practical insights. She is also a TEDx speaker, a frequent speaker at industry conferences, and has appeared as a guest on various podcasts.
Experience & History
- Partner, Chief Executive Officer, Sendero®
- Former Managing Director, Sendero®
- Director of Consulting, The Trust Company
- Marketing & Consulting Relationship Associate, Barrow Hanley Mewhinney & Strauss
- BA Psychology, Boston University
- Series 65 license
- Children’s Hospital of San Antonio Board Member
- San Antonio Medical Foundation Board Member
- Bexar County Performing Arts Center Board Member
- BEAM Founders Network, Advisory Board
- Legatus member
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