- Portfolio Manager
Laura has over seven years of industry experience supporting financial planners and investment advisors with client portfolios and investment operations. She is a natural leader who thrives in fast-paced environments and is dedicated to the success of her clients. Laura’s drive, determination, and attention to detail are key strengths that contribute to her effectiveness in her role as Portfolio Manager.
Laura works directly with the Investment Team to develop asset allocation recommendations for client portfolios. She is responsible for implementing suitable strategies within each portfolio, conducting monthly financial modeling, and managing key databases—including investment policy targets and portfolio monitoring. Laura also plays a valuable role in verifying the accuracy of investment strategies and benchmark performance.
Laura joined Sendero® in 2024 as a Portfolio Analyst and was promoted to a Portfolio Manager in 2025. She graduated with honors from The University of Texas San Antonio with a Bachelor of Business Administration in Finance. After graduating, she furthered her industry knowledge by passing the Securities Industry Essentials® (SIE®) Exam and obtaining her Series 65 license.