TEAM

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. 

Prior to founding Brockwell Family Advisors, Todd also served 10 years as Chief Financial Officer for a single-family office with diversified investments in financial assets, real estate, private ventures, ranching, and oil & gas. 

Todd is actively involved within the San Antonio community, serving several leadership roles within San Antonio non-profit organizations. ​​He is Vice Chair on the Board of Trustees for the San Antonio Academy, Executive Committee Member of the Board of Directors for the San Antonio Zoological Society, Executive Committee Member for the San Antonio Stock Show and Rodeo, and Board Member of the Auditory Learning Foundation. 

Todd and his wife, Karen Butt Brockwell, have two children. 

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. 

Richard earned a BBA in Finance from Baylor University. 

He and his wife have two children.

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.   

Prior to joining 1900 Wealth, Dan worked at the global accounting firm, KPMG, for a span of 27 years. He was also a founder of Slattery Perkins Ramirez PC, where he served as a Certified Public Accountant and tax partner. Dan’s experience includes counseling owners and executives of closely held businesses. 

Dan earned a B.B.A. with Highest Honors from the University of Texas at Austin and a Master of Professional Accounting-Tax degree from the University of Texas at San Antonio.

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.

Prior to joining 1900 Wealth, Chris spent over 12 years with Accenture where he led and managed business transformation projects for Fortune 100 and 500 companies. He was also the president of an oil field chemical and service company. 

He earned a B.S. with Magna Cum Laude Honors in Finance from Texas A&M University. 

Outside of work, Chris enjoys serving the community in various volunteer roles.  He loves spending time outdoors whether it be in the field, on the water, the golf course, the tennis court, etc.

Chris and his wife, Sarah, have 3 children.

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, 1900 Direct Series LLC, cultivating relationships with new business clients, and advising existing clients.  

Matt has more than 20 years of comprehensive experience in the investment field, including expertise in a broad range of alternative investment types. Prior to joining 1900 Wealth, Matt was a Senior Portfolio Manager and Treasurer of an Austin-based single-family office. He was also Executive Director at MKM Partners in Austin, Senior Vice President of Westlake Securities Inc., and served several institutional equity roles for Stifel Financial Corporation. 

He specializes in analyzing the advantages and disadvantages of each investment strategy and providing clients sound, highly personalized advice on how to grow capital while minimizing risk. 

Matt earned a B.A. in Economics from Colorado State University and holds the Series 65 license.

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.

Bobby has over 15 years of experience with all aspects of capital markets and investment management, and he is a Chartered Financial Analyst (CFA) charter holder. Prior to joining 1900 Wealth, 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.

Bobby earned a Bachelor of Business Administration from Texas Christian University. 

Bobby is actively involved within the San Antonio community, supporting many charitable causes, and his kids’ participation in youth sports.

Bobby and his wife, Catherine, have five children.

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.

Prior to joining 1900 Wealth, Mike established a local trust office in San Antonio for a publicly traded company where he was responsible for business development and delivering fiduciary and investment management services. Mike has several years of experience working within the wealth management industry, primarily as a trust and estate attorney and most recently as a wealth and trust advisor. He specializes in estate and tax planning, asset protection, probate & trust administration, investment management, and philanthropic matters.

Mike earned a J.D. and a M.S. in Personal Financial Planning with honors from Texas Tech University. A certified financial planner and licensed attorney, Mike is a member of the State Bar of Texas.

Mike is actively involved within his community, having served on various nonprofit boards throughout his career and as a youth sports coach.

Mike is married with three children.

Miles Fuquay is Vice President Investment Officer for 1900 Wealth. 

He is responsible for portfolio management and efficient trade execution.

Miles has 18 years of experience in investment management and is a Certified Financial Planner (CFP) practitioner. Miles previously served as an investment officer and portfolio manager with the Jefferson Bank’s Trust Department from 2005 until 2018.

Miles earned a B.A. in English and a M.S. in financial planning from Texas Tech University. 

Miles is married with three children. 

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. She was also an employee at a local wealth management firm where she worked with high-net-worth individuals, families, and institutions. Additionally, Jessica previously worked in Investor Relations at Rackspace, where she worked closely with institutional investors, analysts, and prospective retail investors. 

Jessica earned a B.A. in Government from the University of Texas at Austin and holds her Series 65 license.

She is actively involved in the San Antonio community, where she serves on various boards and is involved in several philanthropic organizations. 

Jessica is married with two children.

Katie Richards is the Quality Control Lead at 1900 Wealth.

She is responsible for ensuring data and account accuracy, handling technical issues, and providing oversight and guidance to support staff and Advisors through the preparation of documentation for new brokerage, retirement, complex, and managed accounts in accordance with Custodian service guidelines.

Katie joined the 1900 Wealth team in 2023, after spending most of her professional career within the fields of finance and business management. With extensive experience in planning, executing, and finalizing Advisor transitions, along with conducting custodian policy, procedure requirements, and managing workflow accuracy, Katie is equipped with the knowledge necessary to serve as Quality Control Lead.

At the end of 2022, Katie moved from Nebraska to the great state of Texas, where she is looking forward to all the opportunities and experiences it has in store for her. She and her dog Stevie are quite the adventurers and are always looking for new and exciting things to do and see, particularly around her new hometown. Katie graduated from Bellevue University with a Bachelor of Science in Business in 2018.

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. 

Hunt earned a B.S. in Finance and Entrepreneurship, an Energy Commerce certificate, and an M.B.A. in Business Analytics from Baylor University. During his time, he was engaged as the Vice president of the MBA student representative as well as the President of the Adam Smith Society chapter at the Hankamer School of Business. 

Hunt is actively involved within the San Antonio community as a YoungLife leader, Stewards of the Wild member, and auction committee member for the San Antonio Stock Show & Rodeo.

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, 1900 Direct Series, LLC.

Carol is a member of Community Bible Church Bulverde (MyCBCB) and enjoys participating in various Life Groups and Bible studies. A “born-and-raised” Texan, Carol and her husband enjoy spending time with their daughter and granddaughter.

Bella Scanland is Client Services Specialist for 1900 Wealth. 

Bella is responsible for handling day-to-day administrative and operational functions in addition to supporting Mr. Brockwell. 

She actively volunteers at several local non-profits and is a member of Christ Episcopal Church.