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
Kristina Guder Craig
Chief Financial Officer/ VP of Estate and Tax
Profile Photo
Fred Middleton
Chairman Emeritus
Profile Photo
Elizabeth Crawford
Partner | Chief Executive Officer
TH
Thano Hasiotis
Managing Director, Strategist to Investment Committee, Chartered Financial Analyst®

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management