Ian Sale
Partner | President | Chief Operating Officer Executive Committee With nearly three decades of experience, Ian is an innovative leader in the financial services industry. He specializes in business operations, strategic development, team leadership, client services, and executive management across front and back-office functions. Ian has a passion for collaborating with all departments within the […]
Tyler Davies
Partner | 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 role to educate clients and find where goals and risk tolerance meet to build a portfolio that accomplishes what they seek. His strength […]
Tara D. Maxwell, PHR, SHRM-CP
Partner | Family Engagement Founder Management Team Member Tara has nearly three decades of industry experience, focused on providing exceptional client and employee experiences. She was a part of the original team that founded Sendero® in 2008. Tara was initially a Managing Director and later promoted to Vice President before being named Partner in 2020. […]
Rodrigo Lopez
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 true asset to the Sendero® Investment Team. Whether searching for new investment opportunities or modeling economic data, Rodrigo capitalizes on his quantitative background to bring his best investment ideas to the […]
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 […]
Edward A. Hart
Partner | Chairman 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 MBA in finance. He enjoys working with entrepreneurs, executives, and families, helping them navigate the future. Ed thrives on engaging in conversations with people. […]
David Dale
Partner | 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 firm and its clients forward. He joined Sendero® in 2012 and is responsible for ensuring that the firm stays ahead of the constantly evolving […]
Anne Buckthal Chilton, CFA
Partner | Investment Advisor Anne has spent her career in finance and is a Certified Financial Analyst (CFA). As an investment advisor, Anne is actively engaged in guiding clients to achieving their goals, identifying new ones and managing the day-to-day running of portfolios. Many of our female clients enjoy having a woman advisor to work […]
Amaury de Barros Conti
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 and implementing new and existing strategies, asset allocation, due diligence, and research. He leads the investment committee and research team. Amaury spent over a decade as a trader looking for […]
John B. Rowsell, PhD
Partner | Chief Investment Officer Executive Committee Member Investment Committee Member As Chief Investment Officer, Dr. John Rowsell is responsible for surveying the market environment and advising the investment committee and research team. John’s decades of work in the hedge fund industry provide him with a unique vantage point. His background and insights allow Sendero® unparalleled […]