Sendero Wealth Management, a leading independent wealth management firm, is proud to announce the addition of two key leaders who will further enhance the firm's mission of providing clients with deeply personalized and values-driven financial guidance.

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Ian Sale Joins Sendero Wealth Management as Partner, President, and Chief Operating Officer

Ian Sale Joins as Partner, President, and Chief Operating Officer

Sendero^® welcomes Ian Sale as Partner, President, and Chief Operating Officer. With more than 25 years of leadership in financial services, Ian brings a proven record of driving innovation and operational excellence. Most recently, he served as Chief Operating & Technology Officer at Victory Capital, where he oversaw operations, technology, data analytics, cybersecurity, and application development.

At Sendero^®, Ian will lead firm-wide operations and technology initiatives, while ensuring the firm continues to deliver an unparalleled client experience. "Ian's expertise in enterprise risk management, advanced data analytics, and scalable business solutions will support Sendero's continued growth and commitment to excellence," said Elizabeth Crawford, Partner and CEO.

Carol Ocker Joins as Director of Grants Management

Sendero^® also welcomes Carol Ocker as Director of Grants Management. With 25 years of leadership experience in the philanthropic and financial industries, Carol specializes in guiding families and foundations through complex, high-impact giving strategies. She will design, implement, and manage values-based philanthropic plans for clients—helping align their charitable goals with legacy and wealth strategies.

Carol has held senior leadership roles with Las Aguilas Enterprises, Whataburger, Aventine Hill Partners, and USAA. Her expertise in board governance, strategic planning, and multi-generational family engagement makes her a valuable resource for clients seeking to integrate philanthropy into long-term legacy planning.

About Sendero Wealth Management

Sendero Wealth Management is an independent, partner-led firm committed to helping families and institutions achieve financial clarity through integrated wealth management. The firm advises on $6.9 billion in assets under advisement, including $1.1 billion in alternative assets, and serves 355 clients^*. Headquartered in San Antonio, with offices in Austin and Boerne, Sendero provides investment excellence, fiduciary transparency, and values-based stewardship. For more information, visit www.sendero.com.

^*As of June 30, 2025.

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