San Antonio-based Investment Advisor, 1900 Wealth®, Expands Team

SAN ANTONIO – July 20, 2023. San Antonio-based investment advisor 1900 Wealth ManagementTM (1900 Wealth®) today announced that they have tapped three new executive-level hires, including Bobby Jones, Senior Vice President, Senior Investment Advisor, Mike Sierra, Senior Vice President, Senior Investment Advisor, and Jessica Drought, Vice President, Investment Advisor. In these roles, they will primarily be responsible for working with and managing a team of investment officers, developing new business client relationships, and providing advice to existing 1900 Wealth clients. 

“We are excited to welcome Bobby, Mike, and Jessica to our growing team,” said Todd Brockwell, 1900 Wealth President. “With their vast experience and deep knowledge of investment management, we know that they are the perfect fit to help further the continual growth and success of our clients and the company.” 

Collectively, the new hires have over 50 years of experience in all aspects of capital markets and wealth management. Prior to joining the 1900 Wealth team, Bobby analyzed fixed-income investments for USAA and its related mutual funds. He also gained experience at private investment partnerships and a global investment bank. Mike previously worked as a trust and estate attorney and most recently as a wealth and trust advisor for two different corporate trustees. He has assisted individuals, families, and entities with estate and tax planning, asset protection, probate & trust administration, investment management, and philanthropical matters. Jessica’s previous experience includes working in Investor Relations at Rackspace, a publicly traded technology company, where she worked closely with institutional investors, analysts, and prospective retail investors. After Rackspace, she worked for a private equity firm and managed many operations of the business, assisting investors, and evaluating investment opportunities.

“We are lucky to have a team with such a deep breadth of expertise in the wealth management space,” said Brockwell. “We look forward to continuing providing best-in-class service to our clients.”

1900 Wealth has over $1.5 billion assets under management and serves the San Antonio and surrounding Central and South Texas communities including the Hill Country and their newest expansion into Austin. 1900 Wealth’s investment management department helps their clients make informed financial decisions regarding their wealth to maximize its benefits by designing an investment portfolio that gives clients the best probability of achieving their investment goals with a suitable amount of risk.

To learn more about 1900 Wealth, visit www.1900wealth.com

About 1900 Wealth Management LLC

Founded in 2015 as Monticello Wealth Management and rebranded as 1900 Wealth ManagementTM in 2021, 1900 Wealth® is a San Antonio-based investment advisory firm focusing on building structured wealth management plans for high-net-worth individuals and families. The firm is wholly owned by Jefferson Bank, which has been part of the San Antonio banking community since 1946. 1900 Wealth is registered as a Registered Investment Adviser with the US Securities and Exchange Commission. Like its parent company, it is independent, guided by principles and structured for convenient, personalized service. To learn more visit www.1900Wealth.com.

View Full Article

By continuing to browse this site, you consent to the use of cookies and similar technologies to enhance your browsing experience, analyze site usage, and assist in our marketing efforts. For more information, please review our Cookie Policy.