Investment Analyst, Covenant Multifamily Offices, LLC
Committee Chair, Networking, Philanthropy and Volunteerism
Rebecca is the investment analyst at Covenant, a multi-family office with over $1 billion in assets under management. Prior to joining Covenant, Rebecca interned with UBS Financial Services and Edward Jones Investments.
Rebecca earned her finance degree from the Bill Greehey School of Business at St. Mary’s University. While at St. Mary’s, she co-founded the Investment Club and led the school’s Fair Trade campaign, making St. Mary’s the first Fair Trade University in the state of Texas. In addition, Rebecca served as Portfolio Manager for the University’s endowment fund.
Rebecca is continually learning and developing professionally; she is pursuing her CFA Charter, is co-founder of Women in Asset Management in San Antonio and is spearheading efforts to launch a TXWSW chapter in San Antonio.
Volunteerism Committee Members – San Antonio
Client Service Operations Specialist
Sendero Wealth Management
Melinda is a Client Service Operations Specialist at Sendero Wealth Management. She holds the Series 65 and Series 99.
Prior to joining Sendero, Melinda worked at St. Mary’s University as a Graduate Admissions Specialist. She earned both an MA in International Relations with a concentration in Latin American Studies and a BA in Multinational Organization Studies in Spanish at St. Mary’s University.
Melinda also serves as a Choir Member and as a Teen ACTS team member at her local church. She is a mentor for the Young Women’s Leadership Academy. She enjoys learning new things, traveling and spending time with her family and friends.
Education Committee Members – San Antonio
Ashley M. Hunter
President – HM Risk Group
San Antonio Chair
Ashley M. Hunter is the president of HM Risk Group, an international insurance, reinsurance and risk management brokerage.
Prior to founding HM Risk Group, Ashley worked in various claims management positions for State Farm Insurance Companies, The Hartford Insurance Company and Chartis Insurance Company. In her role as president, Ashley has assisted many corporations with unique risk transfer options and reinsurance placement domestically and internationally.
Ashley has a BM in Music Theory and Composition from Centenary College of Louisiana and a MBA in Finance from Texas A&M University. Ashley is also an accomplished concert violinist.
Philanthropy Committee Members – San Antonio
Client Service Analyst and Committee Member – San Antonio
Sendero Wealth Management
Lisa is a client service analyst and a non-voting Investment Committee member at Sendero Wealth Management. She is responsible for advising clients, monitoring portfolios, and supporting the Investment Committee with asset class research. She holds the Series 65 and is a Level III CFA Candidate.
Prior to joining Sendero, Lisa interned at Frost Bank in the Private Banking department. She earned her degree in corporate finance and financial services/risk management from the Bill Greehey School of Business at St. Mary’s University. While at St. Mary’s, she held several positions in Delta Sigma Pi, a professional business fraternity.
Lisa also serves as an executive board member for Justice For Our Neighbors (San Antonio Region), is a mentor for the Young Women’s Leadership Academy, and a judge for the annual River City Rumble Debate Tournament. She enjoys running, cycling, traveling and spending time with her family.