Ricardo Medina

Ricardo Medina is a Research Analyst at Sendero Wealth Management in San Antonio, TX, where he collaborates with the investment team to generate research materials and support the due diligence process across a range of asset classes. His responsibilities include financial modeling and portfolio analysis aimed at aligning investment strategies with client goals, alongside supporting senior investment professionals in evaluating new and existing strategies.

Ricardo’s sector coverage includes public equities, fixed income, and alternative investments, with emphasis on portfolio construction and risk management. His analytical work spans multiple industries, contributing to the firm’s comprehensive research output and facilitating asset allocation decisions that impact Sendero’s diverse client base.

Before joining Sendero, Ricardo served as a Credit Analyst and Accounting Intern at Texas Partners Bank, gaining hands-on experience in credit analysis and financial reporting. He holds a Master of Science in Finance from The University of Texas at San Antonio and earned his Bachelor’s degree in Finance and Risk Management from St. Mary’s University, where he graduated with honors, was president of the Investment Club, and received Bloomberg terminal certification.