Michael Wofford, CPA
Controller Michael has over 3 decades of experience in accounting, operations, sales, and marketing. His extensive knowledge of corporate accounting principles includes analyzing corporate financial standings, general ledger, profit and […]
Katherine LeFlore Smelko
Partner Liaison Philanthropic Specialist Katherine excels in providing support to executives at an elevated level. She joined Sendero® in 2023 with more than 2 decades of experience in international business, […]
Jesse Rabadan
Accountant II Joining Sendero® in 2023, Jesse brings with him valuable accounting knowledge and experience. He gained his accounting skills as a full charge bookkeeper at RicoRock Inc., and as […]
Julie K. Gerron, CFA
General Counsel Chief Compliance Officer Julie has comprehensive experience in the investment management industry, overseeing legal and compliance programs, advising senior management on strategic, legal, and compliance matters, and developing […]
Tara D. Maxwell, PHR, SHRM-CP
Partner Vice President Management Team 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 […]
Kristina Craig, CPA, CGMA®
Chief Financial Officer Chief Operating Officer Management Team As Chief Financial Officer and Chief Operating Officer, Kristina manages the accounting, compliance, information technology and operations departments of the firm. She […]
Kayla Threet
Marketing Coordinator Kayla is an experienced marketing strategist and business operations expert with knowledge of a variety of industries. She is dedicated to getting the best results possible for Sendero® […]
Diane M. Connor
AP/AR Accounting Specialist Diane has a strong background in finance given her experience working at a credit union and directly with auto dealers in the finance department of a Big […]
David Dale
Director of Information Technology With nearly three decades of information technology and network engineering experience, David brings systemized business processes and advanced technology solutions to Sendero®, helping to drive the […]
David H. Coull
Senior Systems Administrator David is committed to making technology a tool that ensures a secure and seamless experience for Sendero’s clients and employees. After more than three decades working in […]