R. Tyler Davies

ddale@sendero.com

Sendero was built with a stay wealthy approach. Making prudent investment decisions is contingent upon being educated and informed. Tyler’s experience at a national bank during the financial crisis helped mold his approach to risk management. “Return goals are the easy part of the conversation. Honest discussions regarding risk are equally as important but not as much fun to talk about. Our job as advisors is to educate and inform our clients, find where return goals and risk tolerance meet, and build a portfolio that accomplishes our clients’ goals.” At Sendero, we help our clients keep their goals in mind while navigating all parts of the market cycle.

Work Background

  • (2018-Present) Investment Advisor, Sendero Wealth Management
  • (2015-2018) Senior Portfolio Manager, Sendero Wealth Management
  • Vice President & Portfolio Manager, U.S. Trust, Bank of America Private Wealth Management
  • Advisor, Waddell & Reed

Education, Volunteer, and Awards

  • BA Finance, Trinity University
  • Series 65 licensed
  • Board Member and former President, Susan G. Komen for the Cure
  • Former Race Chair, Susan G. Komen Race for the Cure
  • San Antonio Business Journal 40 Under 40 Rising Star Award

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