- Senior Financial Analyst
Rodrigo knows the importance of detail. He combines the skillful use of technology with his deep financial knowledge to be a true asset to the Sendero® team. Whether searching for new investment opportunities or modeling economic data, Rodrigo capitalizes on his quantitative background to bring the best investment ideas to the team. His activities include being the administrator of the investment team’s technology platforms, conducting in depth due diligence and analysis on investment managers and strategies and being a liaison to the portfolio management team.
As the Senior Financial Analyst on the Investment Team, Rodrigo serves on Sendero’s Investment Committee and works closely with the firm’s strategists and portfolio management group. He is the firm’s resident blockchain and emerging technology expert.
Rodrigo came to Sendero® in 2017 as an investment research intern and joined full time as a research and data analyst upon graduation from St. Mary’s University.
Experience & History
- Senior Financial Analyst, Sendero®
- Financial Analyst, Sendero®
- Graduate Intern, Sendero®
- Research & Data Analyst, Sendero®
- Investment Research Intern, Sendero®
- Financial Systems Intern, Rackspace
- Private Clients Intern, Scotia Bank
- Master of Business Administration, Data Analytics, St. Mary’s University in San Antonio
- Bachelor of Business Administration, Corporate Finance and Risk Management, St. Mary’s University in San Antonio
- Series 65 License
- Private Equity and Venture Capital Certification, Harvard Business School
- Bloomberg Market Concepts Certification, Bloomberg LP
- Communities in Schools San Antonio, Mentor
- Habitat for Humanity, Volunteer
- Glasswing International, Volunteer
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