Vance J. Haggerty

As a Portfolio Analyst, Vance supports a team of Portfolio Managers by conducting portfolio analysis, preparing reports, observing portfolio performance, and considering historical trends. His international business and cultural analytical skills allow him to produce a wealth of helpful information for his team.

Vance’s love of history and interest in the Cold War led him to teach himself to speak Russian. He has also taught himself Spanish and Korean using a variety of online and digital tools. Vance’s second love is music and playing drums in a band.

Vance graduated from The University of Texas at San Antonio (UTSA) with a Bachelor of Business Administration in Finance, with a specialized competency in international business. He served as a Sector Leader with the UTSA Investment Society, where he taught and presented financial concepts and skills and developed a proprietary multifactor model to assess stocks’ attractiveness within an industry. Vance joined Sendero® in 2023 after working as a tax and bookkeeping assistant with a local tax consultant. 

Experience & History