Ricardo is part of the investment team, collaborating with the vice president of investments and the research group. He assists in generating research materials for a variety of projects and provides support to the due diligence process.
Ricardo has gained valuable experience having interned with a local financial consulting office. His time was spent analyzing and creating different financial models for their financial planner. This experience laid the foundation for his research career and provided him the tools to understand how building portfolios will ultimately impact 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 pursuing his Master of Science in finance at the University of Texas at San Antonio.