President
Todd Brockwell, CFA, CPA, is President of 1900 Wealth.
Todd has over 25 years of experience in investment management, and he is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) charter holder. Prior to joining 1900 Wealth, Todd managed equity and fixed income portfolios for pension and benefits plans for AT&T. He also gained experience working positions at HEB and Ernst & Young Management Consulting.
Chief Compliance Officer
Richard Dullnig is Chief Compliance Officer for 1900 Wealth.
He is responsible for developing, implementing, and supervising the compliance program at 1900 Wealth.
Richard has worked within the financial services industry since December 1991. Prior to joining 1900 Wealth, Richard served as the Chief Compliance Officer for Investment Professionals, Inc. He has also worked as branch manager at H&R Block Financial Advisors.
Senior Advisor
Dan Slattery, CPA, PFS, is Senior Advisor for 1900 Wealth.
He is responsible for counseling high-net-worth individuals and families with a particular emphasis on tax planning including estate, gift and income tax planning. Dan’s experience includes multi-generation wealth transfer techniques and planning for events that may happen only infrequently in our clients’ lives.
Senior Vice President, Senior Investment Advisor - Alternatives
Matt R. Richter is Senior Vice President and Senior Investment Advisor – Alternatives for 1900 Wealth.
Matt has primary responsibility over developing and managing 1900 Wealth’s innovative alternative investment platform, cultivating relationships with new business clients, and advising existing clients.
Senior Vice President Strategy and Operations
Chris Kardys is Senior Vice President Strategy and Operations for 1900 Wealth.
Chris has responsibility for managing client portfolios and advising on investments. Additionally, he is responsible for developing and implementing 1900 Wealth’s strategy for long-term growth and operational excellence.
Senior Vice President, Senior Investment Advisor
Bobby Jones is Senior Investment Advisor for 1900 Wealth.
He is responsible primarily for developing new business client relationships, providing advice and managing a team of investment officers, and servicing clients.
Vice President Investment Officer
Senior Vice President, Senior Investment Advisor
Mike Sierra is Senior Vice President, Senior Investment Advisor for 1900 Wealth.
Mike aids clients through the processes of protecting, managing, and growing their wealth. He is responsible primarily for developing new business client relationships, providing advice and servicing clients.
Vice President Investment Advisor
Jessica Drought is an Investment Advisor for 1900 Wealth.
She is responsible for tailoring investment plans to meet the needs of clients.
Jessica has a long history of building and developing client relationships through her many years of industry experience. Prior to joining 1900 Wealth, Jessica worked for a private equity firm where she managed many operations of the business, assisted investors, and evaluated investment opportunities.
Investment Advisor
Hunt Hord is an Investment Advisor at 1900 Wealth.
Hunt is responsible for managing relationships with existing clients, providing investment advice to clients, and assisting Senior Advisors with day-to-day tasks.
Prior to joining 1900 Wealth, Hunt worked at a private equity fund where he evaluated alternative investments, maintained community relations, and assisted in the management of current assets. Prior to that and throughout his undergraduate degree, he worked for an oil and gas accounting firm.
Investment Advisor
Hannah Jones is an Investment Advisor with 1900 Wealth.
Hannah is responsible for supporting Advisors and Senior Advisors. She develops client relationships and provides investment advice and client service.
Hannah works closely with the Senior Investment Advisors to market and develop new and existing client relationships. She creates performance reporting for client review meetings and other workflow documents the Investment Advisors need for client and prospect meetings.
Quality Control Supervisor
Client Services Specialist
Carol Georgi is a Client Services Specialist for 1900 Wealth.
She is responsible for opening accounts for new clients, assisting existing clients with their requests, and overseeing the various aspects of the alternative investment platform.
Client Services Assistant
Vice President Portfolio Operations Manager
Phyllis Kyle is Vice President, Portfolio Operations Manager for 1900 Wealth.
Phyllis is the driving force behind 1900 Wealth’s trading strategy and operational processes. She not only delivers investment-related communications, both internally and externally, but also serves as one of our trusted traders, providing valuable advice to our clients.
Client Services Specialist
MANAGING SENIOR VICE PRESIDENT – AUSTIN
Melissa Anderson is a Managing Senior Vice President for 1900 Wealth in Austin, Texas.
Melissa’s primary responsibility is leading business development in the firm’s Austin market. She also serves clients utilizing her family office and investment experience.
What truly sets 1900 Wealth apart?
Investment products offered by 1900 Wealth Management, a financial advisory services firm, are not insured by the FDIC or any federal agency, may lose value, and are not bank guaranteed. Past performance is not an indicator or guarantee of future performance. The information presented herein does not constitute investment advice; are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. 1900 Wealth does not offer tax or legal advice.
