CoverProfile

Fred Middleton

Partner, Chairman Emeritus

Sendero Wealth Management

United States, Texas, San Antonio

About Me

Fred has spent his life stewarding the financial futures of clients, family, and friends. He is co-founder of Sendero® and creator of the concept of modern wealth management in San Antonio. Fred remains actively involved at a high level of the firm. Participating in regular partner and investment meetings. He takes client satisfaction personally. Fred is focused on making sure Sendero® does “it right, every day, even if it hurts.” Fred co-founded Sendero® in 2008. He successfully launched the firm’s succession plan in 2012 when he brought in Elizabeth Crawford and Ed Hart as partners and Managing Directors. Fred became Chairman Emeritus in 2017.

Profile Information

Partner, Chairman Emeritus

Sendero Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Antonio

Texas

United States

May 16, 2024

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