Stepanow brings extensive international experience in SOEs and experience in mergers and acquisitions
SAN ANTONIO, September 22, 2021 / PRNewswire / – Sendero Wealth Management, a private wealth management company led by partners in San Antonio hired Edward C. Stepanow, Jr. as financial and operational director. He previously served as CFO of MediciNova, a NASDAQ listed company, Californiabased biopharmaceutical company.
âHe’s not your typical CFO,â partner and CEO Elizabeth Flavin Crawford noted. “Edward’s skills and experience allow us to think bigger, take on more complex client projects, and creatively grow and expand our teams.”
Crawford said Stepanow had experience working internationally, with publicly traded companies and had significant experience in mergers and acquisitions (M&A) management.
âEdward’s knowledge and depth will benefit us in a number of ways,â she said. “He is a strategic thinker who manages not just for today but for the changing landscapes of tomorrow. Edward is part of the experience and depth that we can offer clients when considering acquisition and disposal of business or personal assets, risk management and succession planning. “
Stepanow graduated from San Diego State University with a Bachelor of Arts in Economics and Finance. He is also a graduate of the ITT Group Executive Leadership Program through Saint-Louis University. Early in his career, he worked with leading commercial lenders such as ITT Capital, CIT Group and Deutsche Bank. Just before coming to San Antonio in 2014, Stepanow served as corporate treasurer for Zovio, a NYSE-listed education management company based in San Diego. Stepanow joined Millennium Distribution that year as CFO and Treasurer before joining Guido Companies as CFO and Treasurer in 2018. Stepanow holds professional certifications in Corporate Finance and Treasury (CTP) and Asset Management. business risks (ERM).
âI look forward to working with clients and the talented Sendero team members as we remain focused on a bright and sustainable future that secures the legacy entrusted to us,â said Stepanow.
About Sendero Wealth Management
Sendero Wealth Management (Sendero) is a private wealth management company in San Antonio serve clients with investable assets of $ 1 million and above. As an established, partner-driven company, Sendero has built its heritage on the core values ââof Trust, Honor, Respect, Service and Family. Highly valued clients include multigenerational families, entrepreneurs, professionals, selected institutions and charities. The team is made up of strategists and global financial experts with diverse and complementary backgrounds. They provide high quality service and educate clients while creating, implementing and managing wealth management solutions.
For more information on Sendero, please visit www.sendero.com.
References to “Sendero” and “Sendero Partners” are references to Sendero Wealth Management, LLC, a registered investment adviser, and its affiliated entities and its holding company.
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SOURCE Sendero Wealth Management