Speakers

 

Julie Gerron, CFA
General Counsel, Chief Compliance Officer
Sendero Wealth Management

As General Counsel and Chief Compliance Officer, Ms. Gerron manages Sendero’s compliance program; provides senior management with advice on corporate strategic, legal, and compliance matters; and collaborates with senior management on developing and implementing corporate policies and procedures. She has over 25 years of experience in the investment management industry, having served as General Counsel and Chief Compliance Officer for Westwood Holdings Group, Inc., and as a portfolio manager for Smith Group Asset Management. Prior to working in investment management, Ms. Gerron served as the Special Assistant to the Executive Director of the Oklahoma House of Representatives, as Legal Counsel to the Insurance Department, and as an Assistant Attorney General for the Oklahoma Attorney General’s Office. She earned her B.B.A. in Finance from the University of Texas in Austin and her J.D. from the University of Texas School of Law. Ms. Gerron earned the CFA designation in 2003.