Edward A. Hart

ddale@sendero.com

Unconventional thinking is a key principle in Sendero Wealth Management’s client interaction philosophy.  It is also a fundamental component of Ed Hart’s background.  Ed spent six years working in manufacturing and technology businesses before attending graduate business school and then starting a career in the investment advisory industry.  He leans on that real-world experience regularly when working with entrepreneurs and executives who are looking for help in diversifying their wealth.  “Our industry 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.”

Work Background

  • (August 2017-Present) President, Investment Advisor, Sendero Wealth Management
  • (2012–2017) Managing Director, Sendero Wealth Management
  • Former Vice President, Goldman Sachs
  • Former Director of Client Service, Austin Calvert & Flavin
  • Former Vice President Institutional Equity, UBS
  • Former, Associate, Paradigm Simulation
  • Former Management Trainee, Parker School Uniforms

Education and Volunteer

  • MBA Finance, University of Texas McCombs School of Business
  • BA History, Washington & Lee University
  • Series 7, 63, 65 licenses
  • Vice Chair of Board & Investment Committee Chair, San Antonio Museum of Art
  • Investment Committee Member, San Antonio Academy
  • Former Board Member & Investment Committee Member, The Texas Cavaliers
  • Former President, San Antonio Chapter of JDRF
  • Former President, Founders Council for Texas Biomed
  • Former President, San Antonio Country Club

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