Codey Flickinger, CPA
Client Relationship Specialist Coming soon! Experience & History Client Relationship Specialist, Sendero®
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 and implementing corporate policies and procedures. At Sendero®, she utilizes this expertise to benefit clients and colleagues in a climate of constantly changing regulations. […]
Kristina Craig, CPA, CGMA®
Partner | Chief Financial Officer | Vice President Estate & Tax Management Team With over two decades of experience, Kristina has an extensive background and valuable knowledge in estate planning and tax matters. Along with her experience, she brings strong leadership and management capabilities to Sendero® that help build strategies for future growth. Kristina joined Sendero® in […]
Elizabeth Flavin Crawford
Partner | Chief Executive Officer Executive Committee Member Investment Committee Member Liz has been in the asset management business working with sophisticated families and institutions for over 28 years. Her extensive experience in the private bank sector, trust services, and institutional asset management provides the background and leadership to help Sendero® clients navigate investment and […]
Roy H. Trice
Partner | SFE Family Office Executive Committee Member 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 […]