Austin Sanders
Portfolio Analyst As a portfolio analyst, Austin is part of the investment and research team, generating materials for a variety of projects and providing support to the due diligence process. […]
Nathan Gonzalez
Portfolio Manager Nathan is a Portfolio Manager at Sendero®. He works closely with the investment team, helping clients achieve their long-term goals. He is a candidate for Certified Financial Planner® […]
Tyler Davies
Investment Advisor Investment Committee Member Tyler works closely with clients to identify their personal and financial goals while building investment portfolios that align with their lives. He takes seriously his […]
Scott R. McMillian, CPA, CFP®
Partner Chairman Investment Committee Member Scott co-founded Sendero® with the philosophy of protecting and caring for families as if they were his own. He and Fred Middleton created a firm […]
Gregg E. Muenster, PhD
Senior Philanthropic Advisor Gregg established Sendero’s philanthropic division. He works closely with private foundation boards to bring them sophisticated solutions. Strategic planning and education are tools used to create a […]
Fred W. Middleton
Partner Investment Committee Chairman Emeritus Fred has spent his life stewarding the financial futures of clients, family, and friends. He is co-founder of Sendero® and creator of the concept of […]
Franklin C. Davis IV, CFP®, CMT®
Portfolio Manager Franklin uses his Chartered Market Technician® (CMT) and CERTIFIED FINANCIAL PLANNERTM certification daily as a portfolio manager at Sendero®. His mastery of investment risk in portfolio management combined […]
Fabian J. Rodriguez
Investment Advisor Fabian is a member of the institutional team at Sendero®. He works closely with key members of the investment team in analyzing and monitoring the asset allocation and […]
Edward A. Hart
Partner President Investment Committee Member Ed has been an investment advisor for more than two decades. He began his career working with entrepreneurs in manufacturing and technology before earning his […]
Camille J. Svitek, CFA, CFP®
Portfolio Manager Camille puts her Chartered Financial Analyst designation to good use each day as a Portfolio Manager for Sendero®. Her CFA® demonstrates mastery of the myriad advanced skills needed […]