SAN ANTONIO BUSINESS JOURNAL – The company recently rolled out an online digital platform called iDirect to facilitate self-managed investment for its clients. To learn more about the new platform and Monticello’s business, the Business Journal spoke with President Todd Brockwell.
Todd leads 1900 Wealth Management with more than 30-years of experience in investment management, finance, and executive leadership. As President, he has guided the firm through significant growth in both staff and assets. Todd works directly with clients, providing strategic guidance and helping families and institutions achieve their long-term financial goals.
