Sendero Wealth Management

Congratulations to Amaury, who is celebrating 13 years as part of the Sendero® team! As the head of Sendero’s investment team, Amaury is responsible for idea generation, research, implementing new and existing strategies, asset allocation, and due diligence. He leads the investment committee and research team. Amaury spent over a decade as a trader looking for trends in commodities, stocks, and bonds, which gave him the unique perspective, insight, and ability to intensely study markets. This wide-ranging and disciplined experience deeply influences his work today with investment strategies and clients. He is a key member of the management team, helping to implement Sendero’s strategic initiatives. Thank you, Amaury, for your dedication to our clients and team. #SenderoWealthManagement #SenderoPeople

This week, our Senior Philanthropic Advisor, Gregg Muenster, facilitated the New Mexico Family Office Panel. The panel covered topics such as family philanthropy, donor trends, nonprofit governance, and more. We are honored to partner with City Different Investments for this year’s event, “Philanthropy in a New Age”. Photography Mia Stallard #SenderoFamilyOffice #SenderoFoundationsAndPhilanthropy #FamilyOffice #Philanthropy #Foundations #Community #NewMexico

In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and investing, written by Partner | Director of Due Diligence, Rodrigo Lopez. Part 1 - That Awkward 3-Iron Moment: When Your Portfolio's Least Favorite Club Saves Par Smart golfers know you need every club for a complete game. You might go several rounds without touching your 3-iron, but when you need it, you'll be grateful it's there. Similarly, a well-designed portfolio requires exposure to different asset classes that come into play under varying economic conditions. Discover more in Part 1 of our Golf vs. Investing series: https://ow.ly/XJfo50Vtxoe #SenderoWealthManagement #Golf #Investing #TheMasters

Sendero’s dynamic team includes many women serving in a variety of roles within the firm, who are all dedicated to the success of our clients and team. To celebrate Women’s History Month, each week we will be introducing you to several women on our team. To close out this celebration, we are featuring our women executives! Liz Crawford, Partner & CEO: https://ow.ly/FZ6650VrVbp Kristina, CFO & VP Tax & Estate: https://ow.ly/ExCt50VrVbn Tara Maxwell, Partner & CXO: https://ow.ly/1IGV50VrVbo Julie Gerron, General Counsel & CCO: https://ow.ly/Rnl350VrVbm #SenderoWealthManagement #WomenInFinance #WomenInLeadership #SenderoPeople #WomensHistoryMonth #TheWomensInitative

Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along with Amaury as he provides monthly updates on how this journey advances. Part 3 of Philmont Journey is available on our website now: https://ow.ly/f3zP50Vosgj #SenderoWealthManagement #SenderoCoreValues #SenderoService #SenderoFamily #Scouting

Sendero’s dynamic team includes many women serving in a variety of roles within the firm who are all dedicated to the success of our clients and team. To celebrate Women’s History Month, each week we will be introducing you to several women on our team. This week are celebrating our women who serve in our operations and client services departments! Sendero’s dynamic team includes many women serving in a variety of roles within the firm who are all dedicated to the success of our clients and team. To celebrate Women’s History Month, each week we will be introducing you to several women on our team. This week are celebrating our women who serve in our operations and client services departments! Gloria Cisneros, Operations Manager: https://ow.ly/YL2u50VorGb Rahnae Johnson, Alternatives Coordinator: https://ow.ly/zmUC50VorGa Dorathy Rodriguez, Operations Administrator: https://ow.ly/K4MM50VorG7 Katherine Jass Slone, Client Relationship Specialist: https://ow.ly/1bh950VorG5 Alissa Ortiz, Client Relationship Specialist: https://ow.ly/Ya3J50VorG8 Valerie Acevedo, Client Relationship Specialist: https://ow.ly/JsBq50VorGe Debbie Ponzio: client Experience Associate: https://ow.ly/EU2450VorG9 #SenderoWealthManagement #WomenInFinance #WomenInLeadership #SenderoPeople #WomensHistoryMonth #TheWomensInitative

Congratulations to Eric, who is celebrating the completion of his first year as part of the Sendero® team! Eric is dedicated to serving our clients by cultivating genuine, long-lasting relationships and strategically guiding them to successfully meet their financial goals. As an Institutional Portfolio Manager, Eric is responsible for providing clients with investment guidance, implementing investment strategies, monthly financial modeling, database management, and executing the rebalancing process while striving for error-free trading. Thank you, Eric, for your dedication to our clients and team. #SenderoWealthManagement #SenderoPeople

Sendero’s dynamic team includes many women serving in a variety of roles within the firm who are all dedicated to the success of our clients and team. To celebrate Women’s History Month, each week we will be introducing you to several women on our team. This week are celebrating our women who support Sendero’s expanded services and serve in our human resources, accounting, administrative, and marketing departments! Cindy Wyatt, Human Resources Specialist: https://ow.ly/aRkx50Vl39r Diane Connor, AP/AR Accounting Specialist: https://ow.ly/JXuS50Vl39v Carmen Goerges: Partner Liaison & Philanthropic Specialist: https://ow.ly/TSpu50Vl39w Katherine LeFlore Smelko: Partner Liaison & Philanthropic Specialist: https://ow.ly/IAiG50Vl39q Kayla Threet: Marketing Coordinator: https://ow.ly/aaaf50Vl39s #SenderoWealthManagement #WomenInFinance #WomenInLeadership #SenderoPeople #WomensHistoryMonth #TheWomensInitative

Tax season is here and can be a stressful time for many, but with the right preparation and knowledge, you can make the process much smoother. In this article, we will explore several tips that can help you navigate through the filing season with ease: https://lnkd.in/gWE47NkC #SenderoWealthManagement #Taxes #TaxSeason #TaxPreparation #StrategicPlanning

Congratulations to Liz, who is celebrating her 13th year as part of the Sendero® team! As Chief Executive Officer, Liz is responsible for implementing the strategic vision of the firm. She has been a partner since she joined Sendero® in 2012 as Managing Director and was named CEO in 2017. Liz is a vocal advocate for women and is passionate about helping them find their financial voice. She founded The Women’s Initiative, Sendero’s pioneering program that provides tools and education designed to guide women and provide clarity in their financial future. Thank you, Liz, for your dedication to our clients and team. #SenderoWealthManagement #SenderoPeople