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Sendero® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners bring decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We create a sustainable, repeatable, long-term plan for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women.
Centennial Ventures is one of the leading companies in the Financial Services sector.
davis selected advisers lp is a Tucson, AZ-based company in the Financial Services sector.
Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios. From offices in North America, Europe, Asia and Australia, Eaton Vance`s affiliates offer a broad complement of investment strategies and wealth management solutions. Exemplary service, timely innovation and attractive returns over market cycles have been hallmarks of Eaton Vance since 1924.
In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. Today, he is owner and president of David Lerner Associates, a privately-held investment company that markets more than $1 billion worth of securities annually