Anne Buckthal Chilton, CFA

Our greatest legacy is the relationships we steward. Anne is an advocate for families, building relationships through care and listening.  Her ability to listen is one of her most significant strengths; a strategic advantage in addressing the challenges of wealth. Her strengths are seen in the leadership she demonstrates amongst her peers. You will find Anne involved in every crucial project. It is this enthusiasm in tending to client relationships, her team and her community that tells us she will be shepherding prosperity for future generations.

Work Background:

  • (2018-Present) Senior Portfolio Manager, Sendero Wealth Management
  • (2014-Present) Portfolio Manager, Sendero Wealth Management
  • Portfolio Management Administrator, South Texas Money Management

Education, Volunteer and Award

  • BA Business Administration and Economics, Rhodes College
  • Chartered Financial Analyst
  • Series 65 licensed
  • Board Member, CFA Society San Antonio
  • Member, Junior League of San Antonio
  • San Antonio Business Journal 40 Under 40 Rising Star Award

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