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Jared Hunt

Jared Hunt

Portfolio Manager at Sendero Wealth Management, LLC

Kerrville, TX , United States

About

Jared Hunt is a Portfolio Manager at Sendero Wealth Management, LLC, based in Kerrville, TX. He is responsible for developing, monitoring, and managing investment portfolios, conducting research on stock market trends and economic forecasts, and providing portfolio recommendations tailored to client objectives. His expertise spans both public and private markets, with a focus on equity research, asset allocation, and investment strategy implementation.

Hunt specializes in equity and fixed income investments, with experience across a range of sectors including technology, healthcare, and consumer goods. He is skilled in financial due diligence, performance analysis, and risk assessment, ensuring portfolios are aligned with clients’ risk tolerance and long-term goals. His approach integrates both fundamental and technical analysis to identify opportunities and optimize portfolio performance.

Prior to joining Sendero Wealth Management, Hunt served as an Investment Manager and Investment Management Specialist at Sunbelt Securities, Inc., where he gained extensive experience in portfolio management and client advisory services. He holds a Bachelor of Business Administration in Finance from Texas A&M University and maintains Series 7 and 66 licenses. Hunt is recognized for his commitment to delivering tailored investment solutions and his contributions to enhancing portfolio performance for clients at Sendero Wealth Management.

Career History

OrganizationRoleDate RangeDetails
Sendero Wealth ManagementPortfolio ManagerApr 2024 to Present
Sunbelt Securties, Inc.Investment ManagerJan 2017 to Apr 2024
Sunbelt Securties, Inc.Investment Management SpecialistSep 2015 to Dec 2016
Precision DrillingAccountantMar 2015 to Sep 2015
Precision DrillingAccounts Payable AssociateMay 2014 to Feb 2015
Henkels & McCoyWelder HelperJul 2012 to Sep 2013
The Republic SteakhouseExpoJul 2010 to Feb 2012
Expo Expedite and communicate orders between servers and cooks. Maintain kitchen staff needs and ensure orders are correct before the food is sent out. Train all new employees on the operations of the...
NANA Management ServicesSummer Hire LeadJun 2009 to Aug 2009
Summer of 2008 and 2009 Summer Hire Lead (84 hours/week) Helped insure safety and cleanliness throughout the environment and facilities. Analyzed and completed a variety of tasks throughout the workpl...

Education

Texas A&M University

Bachelor of Business Administration (B.B.A.), Finance, General

2008 2012

Skills & Expertise

Time Management
Customer Service
PowerPoint
Leadership
Microsoft Word
Social Media
Microsoft Office
Microsoft Excel
Bloomberg
Access
Budgets
Event Planning
Public Relations
Data Entry
Public Speaking
Welding
Recruiting
Marketing
Human Resources

Others at Sendero Wealth Management, LLC (8)

NameRoleLocation
John Rowsell
John Rowsell
Partner | Chief Investment OfficerChicago, IL , United States
Stephen Bell
Stephen Bell
Portfolio ManagerSan Antonio, TX , United States
Amaury De Barros Conti
Amaury De Barros Conti
Partner, Vice President InvestmentsSan Antonio, TX , United States
A
Austin Sanders
Portfolio AnalystSan Antonio, TX , United States
Eric M. Gallardo
Eric M. Gallardo
Institutional Portfolio ManagerSan Antonio, TX , United States
Laura Cantu
Laura Cantu
Portfolio AnalystSan Antonio, TX , United States
Lee Przybyla
Lee Przybyla
Sr. Portfolio ManagerSan Antonio, TX , United States
Ricardo Medina
Ricardo Medina
Research AnalystSan Antonio, TX , United States