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Q&A: What Election Results Will Mean for Your Investment Portfolio

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SAN ANTONIO BUSINESS JOURNAL – The presidential election is on everyone’s minds this week, and financial planners and investors are no exception. The Business Journal’s recent cover story laid out the potential implications of each candidates tax plans and how money managers prepare for political uncertainties.

We caught back up with Todd Brockwell, president of Jefferson Bank-owned Monticello Wealth Management, on what he has heard from the investment community and clients this week in reaction to the election. This interview has been edited for clarity and length. Read the full article here.

Todd Brockwell wearing a blue suit, white shirt, and red patterned tie, smiling at the camera against a blurred office background.

About the Author

Todd Brockwell, CFA, CPA

Chief Executive Officer

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.

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