Sendero Wealth Management, LLC

Laura Cantu is a financial advisor at Sendero Wealth Management, LLC with a Series 65 credential and experience spanning several roles since 2015, including positions at Merrill Lynch and Aspiriant. She joined Sendero Wealth Management in 2024. Prior to her advisory career, she held roles at eBay and the University of Texas at San Antonio. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs an open-architecture investment approach combining strategic asset allocation, active and passive strategies, and alternative investments, supported by ongoing manager due diligence and a sub-advisor program.

Richard Davies is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Sendero Wealth Management since 2015. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning using an open-architecture model that combines strategic asset allocation with active, passive, and alternative investments.

Amaury De Barros Conti is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Sendero Wealth Management since 2012. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm employs an open-architecture investment approach combining strategic asset allocation, active and passive strategies, and alternative investments, supported by ongoing manager due diligence and a sub-advisor program.

Scott Mcmillian is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience. He is affiliated with Sendero Wealth Management, LLC in San Antonio, TX, where he has worked since 2007. His career includes roles at Sendero Securities, LLC, reflecting a long tenure within affiliated firms. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, primarily those with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture approach that combines active, passive, and alternative investments.

Edwin Kreusel is a CFA® charterholder with four years of industry experience. He is currently with Sendero Wealth Management, LLC, having joined the firm in 2025. Prior to this, he worked at Broadway Bank, First State Bank of Uvalde, and USAA. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers a range of services including investment management, family office and foundation services, and multi-generational legacy planning, utilizing an open-architecture investment approach.

Jared Hunt is a financial advisor at Sendero Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Sunbelt Securities Inc from 2015 to 2024 before joining Sendero in 2024. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office services, and multi-generational legacy planning using an open-architecture model that combines strategic asset allocation with active, passive, alternative, and private investment strategies.

Elizabeth Crawford is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding a Series 65 license with 13 years of industry experience. She has been with Sendero Wealth Management since 2012. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, public and private investment selection, and multi-generational legacy planning using an open-architecture model that combines strategic asset allocation, active and passive strategies, and alternative investments.

Gregory Muenster is a financial advisor at Sendero Wealth Management, LLC with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Sendero, he worked at US Trust/Bank of America for 24 years. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers services including investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture investment approach.

George Watson is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. His career includes multiple roles within Sendero Wealth Management and Sendero Securities since 2012, as well as a position at Capital Creek Partners from 2024 to 2025. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture investment approach that combines strategic asset allocation, active and passive strategies, and alternative investments.

Lee Przybyla is a CFP® professional with 17 years of experience in financial planning and wealth management. He currently works at Sendero Wealth Management, LLC and has previously held positions at Facet Wealth, Broadway Wealth Solutions, Broadway National Bank, and USAA financial services. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office services, and multi-generational legacy planning through an open-architecture approach that includes both discretionary and non-discretionary management.

Elizabeth Buckthal Chilton is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. She has been with Sendero Wealth Management, LLC since 2014. Ms. Chilton is also an equity owner of Sendero Family Office, LLC, where she contributes to operational and administrative management for a high-net-worth family office. Sendero Wealth Management is a partner-led registered investment adviser serving high-net-worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, public and private investment selection, and multi-generational legacy planning through an open-architecture model combining strategic asset allocation with active, passive, alternative, and private investments.

Jake Carlyle is a Series 65-licensed advisor at Sendero Wealth Management, LLC, with experience beginning in 2024. Prior to joining Sendero, he worked at Institutional Shareholder Services from 2021 to 2024. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers services including investment management, family office support, and multi-generational legacy planning, employing an open-architecture model with both discretionary and non-discretionary management options.

Ariel Palomo is a financial advisor with Sendero Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His professional background includes roles at Merrill Lynch and Bank of America. Outside of his advisory work, he is an equity owner in a cargo transportation business based in San Antonio. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm employs an open-architecture investment approach that combines strategic asset allocation with active, passive, alternative, and private investments, supported by ongoing manager due diligence and a sub-advisor program.

Rodrigo Lopez Carrillo is a financial advisor at Sendero Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Sendero Wealth Management and Sendero Securities since 2017. Prior to his advisory career, he was employed by Rackspace Hosting Inc. and St. Mary's University. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture approach that combines strategic allocation, active and passive strategies, and alternative investments.

Julie Gerron is a CFA® charterholder with four years of experience in the financial industry. She currently works at Sendero Wealth Management, LLC, where she has served since 2023, and previously spent 19 years at Westwood Holdings Group, Inc. In addition to her advisory role, she serves as General Counsel and Chief Compliance Officer for Sendero Wealth Management. Sendero Wealth Management is a partner-led registered investment adviser that serves high net worth individuals, families, endowments, and institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs an open-architecture investment approach combining strategic asset allocation, active and passive strategies, and alternative investments, while providing discretionary and non-discretionary management.