Fred W. Middleton

ddale@sendero.com

Sendero is Spanish for path through the wilderness. Fred has created and led Sendero with vision for the last 25 years.  He challenges Sendero daily to be the best it can be for families, friends and employees.  Fred has always provided wise counsel to those in need throughout his career.  He is fond of saying, “We help you invest in memories.”  This has meant guiding through challenges, cheering when needed and celebrating successes over and over.  Along the path, Fred has strategically chosen his team.  Each addition has been carefully selected for their unique qualities which continue to strengthen the Sendero legacy.  With a God-given talent and passion, he has created an organization that lives to serve. Fred brings over five decades of experience to Sendero.  Along with founding Sendero, he also founded the Texas Cavaliers Charitable Foundation, a foundation built to encourage, foster, support and conduct activities and programs to benefit Texas children.  Fred has one rule in life “You do it right every day, even when it might hurt”.

 

Work Background

  • (August 2017–Present) Chairman Emeritus & Founding Partner, Sendero Wealth Management
  • (2008-2017) Chairman & Founding Partner, Sendero Wealth Management
  • (1997–2008) SVP, Redstone Consulting
  • Former SVP, Head of Trading, Rotan Mosle

Education and Volunteer

  • Bachelor of Business Administration, University of Texas Austin
  • Series 1, 40, 63, 65, and 99 licenses
  • Founder, Texas Cavaliers Charitable Foundation
  • Former Chairman, District Business Conduct Committee of the National Association of Securities Dealers (now known as FINRA)
  • Former Director, Rotan Mosle

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