Ian Sale
Partner | President | Chief Operating Officer With nearly three decades of experience, Ian is an innovative leader in the financial services industry. He specializes
Partner | President | Chief Operating Officer With nearly three decades of experience, Ian is an innovative leader in the financial services industry. He specializes
Partner | Investment Advisor Tyler works closely with clients to identify their personal and financial goals while building investment portfolios that align with their lives.
Partner | Family Engagement Founder Tara has nearly three decades of industry experience, focused on providing exceptional client and employee experiences. She was a part
Partner | Director of Due Diligence Rodrigo knows the importance of detail. He combines a data-driven background with his deep financial knowledge to be a
Partner | Chief Financial Officer | Vice President Estate & Tax With over two decades of experience, Kristina has an extensive background and valuable knowledge
Partner | Chairman Ed has been an investment advisor for more than two decades. He began his career working with entrepreneurs in manufacturing and technology
Partner | Director of Information Technology With nearly three decades of information technology and network engineering experience, David brings systemized business processes and advanced technology
Partner | Investment Advisor Anne has spent her career in finance and is a Certified Financial Analyst (CFA). As an investment advisor, Anne is actively
Partner | Vice President Investments Management Team Member Investment Committee Member As the head of Sendero’s investment team, Amaury is responsible for idea generation, researching
Partner | Chief Investment Officer As Chief Investment Officer, Dr. John Rowsell is responsible for surveying the market environment and advising the investment committee and