Caroline Satel is an Investment Advisor with 1900 Wealth, supporting Senior Advisors in delivering investment advice and client service. She builds meaningful relationships with clients and provides tailored financial guidance.
Born and raised in San Antonio, Texas, Caroline is excited to serve clients in her hometown. She brings experience in financial planning, investment analysis, and client management, having previously worked with Jefferson Bank, Sanger & Altgelt, LLC, and 49 Financial.
Caroline graduated with honors from Montana State University, earning a Bachelor of Science in Business Management with a minor in Economics.
Experience & History
Investment Advisor, 1900 Wealth
Financial Advisor, 49 Financial
Research Intern, Jefferson Bank
Account Executive, Sanger & Altgelt, LLC
Bachelor of Science – Business Management, Economics Minor, Montana State University
Master of Business Administration – IFA Paris
