About
Lee Przybyla is a Senior Portfolio Manager at Sendero Wealth Management, LLC, based in San Antonio, Texas. With over 15 years of comprehensive wealth management experience, Lee is responsible for managing investment portfolios, developing strategic financial plans, and ensuring client success through tailored wealth solutions. Her role involves overseeing asset allocation, portfolio construction, and ongoing investment monitoring for high-net-worth individuals and families.
Lee specializes in a broad range of asset classes, including equities, fixed income, alternative investments, and retirement planning strategies. She brings expertise in comprehensive financial planning, tax-efficient investing, and risk management, helping clients navigate complex financial landscapes and achieve long-term financial goals.
Prior to joining Sendero Wealth Management, Lee held senior roles at Facet Wealth, including Lead Planner and Senior Financial Planner. She holds a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign and is a Certified Financial Planner (CFP®). Lee’s career is marked by a commitment to client-centric service, fiduciary responsibility, and delivering transparent, conflict-free investment advice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sendero Wealth Management | Sr. Portfolio Manager | Oct 2023 to Present | — |
| Facet | Lead Planner | Oct 2022 to Oct 2023 | We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invalua... |
| Facet Wealth | Sr. Financial Planner | Jan 2022 to Oct 2022 | — |
| Broadway Wealth Solutions, Inc. | Vice President Financial Advisor, Broadway Wealth Solutions | Sep 2019 to Jan 2022 | Promoted to a role positively impacting the financial security of clients while providing an outstanding investor experience at Broadway Wealth Solutions, Inc., a wholly owned subsidiary of Broadway B... |
| Broadway Bank | Relationship Banker, Broadway Bank | Nov 2018 to Sep 2019 | Brought on board to build vibrant relationships with customers and bank colleagues at all levels. Increased client relationship management via highly professional interaction with clients, team member... |
| Coldwell Banker D'Ann Harper, REALTORS | Realtor | Jan 2018 to Jan 2018 | Recruited by one of the area’s most prominent real estate firms. Leveraged active listening to understand clients’ situation and financial goals. Demonstrated excellent problem-solving skills and a “c... |
| USAA | Wealth Manager | Sep 2010 to Apr 2017 | Promoted in just 7 months to a national network of skilled wealth managers crafting and growing their practices while driving successful outcomes for clients. Collaborated with a wealth advisor team t... |
| USAA | Financial Planner | Feb 2010 to Sep 2010 | Recruited to create comprehensive wealth plans and coordinate financial strategies that aligned with each client’s goals and values. Enriched knowledge of financial planning as an insightful advisor w... |
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science - BS, Finance
Skills & Expertise
Others at Sendero Wealth Management, LLC (8)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Kerrville, TX , United States |
 | Partner | Chief Investment Officer | Chicago, IL , United States |
 | Portfolio Manager | San Antonio, TX , United States |
 | Partner, Vice President Investments | San Antonio, TX , United States |
A Austin Sanders | Portfolio Analyst | San Antonio, TX , United States |
 | Institutional Portfolio Manager | San Antonio, TX , United States |
 | Portfolio Analyst | San Antonio, TX , United States |
 | Research Analyst | San Antonio, TX , United States |