- Senior Financial Analyst
As a member of the Investment and Research team, Ricardo brings analytical rigor, attention to detail, and a collaborative approach that supports Sendero’s commitment to disciplined investment management and thoughtful stewardship. He joined Sendero® in 2022 as a Research Analyst and has since been promoted to Senior Financial Analyst.
In this role, Ricardo supports strategic decision-making through advanced financial analysis, investment research, and market insight. He conducts in-depth quantitative and statistical analysis across multiple data sources, develops financial models to support investment recommendations and organizational decisions, and researches market and economic trends to identify opportunities across the investment landscape. He also contributes to asset allocation and portfolio construction reviews and plays a key role in the due diligence process for investment managers, providing thoughtful recommendations related to manager selection and platform changes.
Beyond his analytical work, Ricardo prepares presentations and reports for both leadership and clients, translating complex financial information into clear, meaningful insights. He is actively involved in identifying process improvements that enhance reporting efficiency and analytical workflows, contributing to the ongoing evolution of Sendero’s research capabilities.
Ricardo earned a Bachelor’s degree in Finance and Risk Management from St. Mary’s University and a Master of Science in Finance from the University of Texas at San Antonio.