President, Investment Advisor
CurrentUnconventional thinking is a key principle in Sendero Wealth Management’s client interaction philosophy. It is also a fundamental component of my background. I spent six years working in manufacturing and technology businesses before attending graduate business school and then starting a career in the investment advisory industry. I lean on that real-world experience regularly when working with entrepreneurs and executives who are looking for help in diversifying their wealth. In an… Show more Unconventional thinking is a key principle in Sendero Wealth Management’s client interaction philosophy. It is also a fundamental component of my background. I spent six years working in manufacturing and technology businesses before attending graduate business school and then starting a career in the investment advisory industry. I lean on that real-world experience regularly when working with entrepreneurs and executives who are looking for help in diversifying their wealth. In an industry that loves to create and pitch product, my experience has taught me to first ask the uncomfortable questions and then help find solutions to solve problems. Show less
