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

TH
Thano Hasiotis
Managing Director, Strategist to Investment Committee, Chartered Financial Analyst®
Profile Photo
Elizabeth Crawford
Partner | Chief Executive Officer
FM
Fred Middleton
Partner, Chairman Emeritus
AC
Anne Chilton
Investment Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University