- Partner
- SFE Family Office
- Management Committee
- Investment Committee Advisor
Roy has been a serial entrepreneur for over three decades. In the mid 1990’s, he was the architect behind the original partnership that would eventually become Sendero Wealth Management. Roy is the partner responsible for Sendero’s Family Office services. He consults and strategizes with families in a variety of ways. Roy works on complex family holdings, acts as a subject matter expert, consultants on project design and management of multifaceted ventures and assesses the strengths and weakness of teams and organizations. As a long-time investor, Roy is an advisor to Sendero’s investment committee and focuses on investment opportunities and staying connected to a global network of experienced investors.
Throughout Roy’s career, he has successfully started and sold multiple businesses. He began his hedge fund career in the late 1990’s when the industry was in its infancy and grew a firm from $300 million in assets under management to over $8 billion with multiple offices in the U.S. and U.K. when he retired. He also created and sold a London based insurance company. Many other businesses were created and sold during his career. Roy is creative and complex in his thinking which is a great benefit to our team and our clients.
Roy holds a Bachelor Business Administration in Accounting from Texas A&M University. He previously held positions at Arthur Anderson, Redstone Companies, Carlson Capital and was a board member of Barbican Insurance Group.
Experience & History
- Partner, Management Committee, Investment Committee, Sendero®
- SFE Family Office, Sendero®
- Co-founder, Partner, Canyon Road Capital, L.P.
- Barbican Insurance Group, board of directors
- Partner, Chief Operating Officer, Carlson Capital, L.P.
- Redstone Companies/Kidder Peabody/PaineWebber/UBS
- Texas Commerce Bank/Chase
- Arthur Andersen
- Bachelor of Business Administration, Accounting, Texas A&M University
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