Eric M. Gallardo

Eric M. Gallardo, CIMA®, serves as Institutional Portfolio Manager at Sendero Wealth Management, based in San Antonio, Texas. In this role, he partners with institutional and high net worth clients to protect, preserve, and strategically grow their assets, leveraging a data-driven approach to financial planning and investment management. His responsibilities include recommending actions to optimize portfolios, conducting financial forecasting, monitoring budgets, and reconciling transactions to ensure precise portfolio administration.

Mr. Gallardo's investment focus spans public and private markets, with expertise in asset allocation strategies tailored to institutional mandates. He brings substantial experience collaborating with clients on equity, fixed income, and alternative assets, ensuring alignment with financial goals and risk tolerance. His analytic background informs his approach to client portfolio recommendations, and he is known for detailed performance analysis within these asset classes.

Previously, Mr. Gallardo was a Senior Finance and Forecasting Analyst at M9 Solutions and a Consumer Lending Credit Risk Analyst at Randolph Brooks Federal Credit Union, along with experience in investment research at Frost Investment Advisors. He holds a B.B.A. in Finance from The University of Texas at San Antonio and completed the CIMA® education course on Investment Management Theory & Practice at Yale School of Management, underscoring his technical expertise and commitment to professional excellence.