Woman-led Wealth Management Firm Working On A New Path

There's a new woman-led company in the local financial services industry. Here's what the CEO has planned for Sendero Wealth Management.

Topics:  ceo   sendero wealth   management   woman-led   
BING NEWS:
  • Most Influential Women in Wealth Management in 2024
    This year’s list includes women who are running some of the largest wealth management operations in the country.
    04/22/2024 - 9:14 am | View Link
  • Ritholtz Wealth Management Is Expanding Fast. Why M&A Isn’t in the Cards.
    The new physical expansion is a sign of how far Ritholtz has come since the firm was founded by Barry Ritholtz in 2010. The registered investment advisory firm currently oversees more than $4.2 ...
    04/22/2024 - 2:00 am | View Link
  • Gretna's Lori Blum among Forbes 2024 Top Wealth Advisors
    In the Forbes Wealth Advisor category, Edward Jones Advisor Lori Blum was named the top Financial Advisor in Gretna, 42nd in Nebraska, and 7th among women advisors in the state.
    04/19/2024 - 12:00 pm | View Link
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