Julie Gerron

General Counsel & Chief Compliance Officer at Sendero Wealth Management

Julie Gerron, CFA, serves as the General Counsel and Chief Compliance Officer at Sendero Wealth Management since April 2023, bringing extensive experience from Westwood Holdings Group, Inc., where Gerron held the same titles from January 2004 to April 2023. Prior to this, Gerron was a Portfolio Manager at Smith Group Asset Management from 1998 to 2004 and worked as a Special Assistant to the Executive Director at the Oklahoma House of Representatives from 1995 to 1998. Gerron earned a Doctor of Law (J.D.) from The University of Texas School of Law between 1989 and 1992 and a Bachelor of Business Administration in Finance from The University of Texas at Austin from 1985 to 1989.

Location

San Antonio, United States

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Sendero Wealth Management

Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations.


Employees

11-50

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