Eric M. Gallardo, CIMA®

Eric is dedicated to serving our clients by cultivating genuine, long-lasting relationships and strategically guiding them to success in meeting their financial goals. His knowledge and experience are focused on recommending actions to improve finances, reconciling transactions through data comparisons and corrections, monitoring budgets through data input and validations, financial forecasting and reporting, and tracking operational metrics.


As an Institutional Portfolio Manager at Sendero®, Eric partners with institutional and high net worth clients to help protect, preserve, and grow their wealth responsibly. He is responsible for providing clients with investment guidance, implementing investment strategies, monthly financial modeling, database management, and executing the rebalancing process, including error-free trading.


Eric joined Sendero® in 2024, bringing with him skills to analyze financial results, evaluate financial performance, and determine trends. These skills allow him to provide valuable insights to the firm and our clients. Eric possesses a Series 65 license and is a Certified Investment Management Analyst®.

Experience & History