- 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 25 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 the Chief Executive Officer of San Antonio’s largest* independent registered investment advisory firm, Liz is responsible for implementing the strategic vision of the firm. Roy Trice, John Rowsell and Liz Crawford are the partners that comprise the management committee which sets the strategy for the firm. Liz is also a member of the Investment Committee.
Liz has been a partner of the firm since she joined in 2012 as Managing Director and was named CEO in 2017. She is a vocal advocate for women and passionate about helping them find their financial voice. She founded Sendero’s Women & Wealth platform in 2018. Liz also co-founded a national group of women CEOs within the industry.
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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