Ricardo Medina

Ricardo collaborates with the vice president of investments and the research group to assist with generating research materials for a variety of projects. He also provides support to the due diligence process.

Ricardo is experienced in analyzing and creating different financial models. This experience provides him the tools to understand how building portfolios ultimately impacts a client’s goals.

Ricardo comes to Sendero® after graduating with honors from the Greehey School of Business at St. Mary’s University where he earned his Bachelor of Business Administration. At St. Mary’s he was president of the Investment Club and earned a Bloomberg terminal certification his freshman year. Ricardo is currently pursuing his Master of Science in finance at the University of Texas at San Antonio.