Working Mother magazine has named Elizabeth Crawford, Sendero’s Chief Executive Officer, to its “2018 Top Wealth Advisor Moms” list. This list features the top 300 mothers working in the wealth management industry today who help working moms plan for the future, teach their own kids about money, and blend work and home life. Ms. Crawford was the only woman selected from the San Antonio or Austin markets.
“I am honored to be included on the Working Mother list, as it affirms Sendero’s fundamental goal of addressing the unique needs and concerns of affluent families through a range of milestones,” Ms. Crawford commented. “Of course, for many women, this includes the sensitive task of balancing parenthood with their professional aspirations, and we’re proud to serve as partners and counselors throughout this journey. I also want to recognize my colleagues at Sendero, who animate our mission every day and ensure we deliver on the fundamental goal of superb client service.”
Working Mother and SHOOK Research, the only U.S. wealth advisor research company, compiled the list of working mothers with at least one child at home under the age of 18. Their rankings were based on interviews, surveys, service models, investing process, client retention, experience, review of compliance records and the quantitative measures assets under management and revenue generated by the firm.
Working Mother is mentor, role model and advocate for the country’s more than 17 million moms who are devoted to their families and committed to their careers. It serves it audience through its website, magazine, research, social networks and events.