CoverProfile

Franklin Davis

Portfolio Manager

Sendero Wealth Management

United States, Texas, San Antonio

About Me

Franklin uses his Chartered Market Technician® (CMT) and CERTIFIED FINANCIAL PLANNERTM certification daily as a portfolio manager at Sendero®. His mastery of investment risk in portfolio management combined with his financial planning studies create a robust foundation for working with clients. Franklin engages clients in identifying and understanding their goals and creating a portfolio that will support those goals. He is also responsible for implementing the investment strategies in his clients’ portfolios. Franklin joined Sendero® in the fall of 2020 after spending five years as an investment advisor. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a member of the Chartered Market
View more

Profile Information

Portfolio Manager

Sendero Wealth Management

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Antonio

Texas

United States

May 16, 2024

More profiles to browse

Profile Photo
Fred Middleton
Chairman Emeritus
TH
Thano Hasiotis
Managing Director, Strategist to Investment Committee, Chartered Financial Analyst®
Profile Photo
Scott R. Mcmillian
Partner, Chairman, Chief Compliance Officer, Investment Committee Member
Profile Photo
Elizabeth Crawford
Partner | Chief Executive Officer

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc