Tara D. Maxwell, PHR, SHRM-CP

Tara has spent more than a quarter of a century in the investment management industry and more than half of that time at Sendero®. She is a partner of the firm and cofounder of , helping families build a healthy relationship with wealth so it remains sustainable for generations to come. Tara is a skilled communicator and strategist who nurtures not only her clients, but our team to grow and succeed. Tara knows how to find common ground within families where the generations may have completely different ideas of wealth, where it’s from, and what to do with it. Her talent at multigenerational communication is vital in that arena as well as for our organization that has turned interns into tenured employees while fostering an engaged and inclusive environment. She collaborates with families and colleagues. Tara is integral to the management team working to implement Sendero’s strategic initiatives throughout the firm. She was a part of Sendero® when it was founded in 2008 as a Managing Director in charge of Client Service and Human Resources. Tara holds a number of securities licenses and is certified by the Society of Human Resource Professionals (SHRM) which is the highest certification an HR professional can achieve.

Experience & History