Lee Przybyla

Sr. Portfolio Manager at Sendero Wealth Management

Lee Przybyla, CFP®, currently serves as Sr. Portfolio Manager at Sendero Wealth Management since October 2023. Prior to this role, Przybyla was Lead Planner at Facet from January 2022 to October 2023, where a focus on effective financial planning was emphasized. Previous experience includes serving as Vice President Financial Advisor at Broadway Wealth Solutions, where Przybyla positively impacted client financial security from September 2019 to January 2022. As a Relationship Banker at Broadway Bank from November 2018 to September 2019, Przybyla enhanced client relationships through professional interactions. Additional roles include Realtor at Coldwell Banker D'Ann Harper in 2018 and Wealth Manager at USAA from February 2010 to April 2017, where success was achieved in wealth management and client advisory. Przybyla holds a Bachelor of Science in Finance from Gies College of Business at the University of Illinois Urbana-Champaign.

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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