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ALIGNED WITH YOU

At 1900 Wealth, we are focused on understanding and serving your needs, aiming to be a trusted partner rather than just a service provider. We are dedicated to aligning ourselves to your interests. Our veteran team has experience working with high net worth individuals and families, so we understand your unique financial circumstances.

The Team

The Team

Todd Brockwell

CFA, CPA

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.

Richard Dullnig

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.

DAN SLATTERY, CPA, PFS

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.

Matt R. Richter

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.  

Chris Kardys

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.

Bobby Jones

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.

Miles Fuquay

Vice President Investment Officer

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.

MIKE SIERRA

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.

Jessica Drought

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.

Hunt Hord

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.

Katie Richards

Quality Control Lead

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.

Carol Georgi

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.

Bella Scanland

Client Services Assistant

Bella’s background in marketing and customer relationships makes her an ideal client services specialist for 1900 Wealth. In her role, she is responsible for handling day-to-day administrative and operational functions while also supporting Todd Brockwell.

Phyllis Kyle

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.

Sally Randolph

Client Services Specialist

Sally Randolph is a Client Services Specialist for 1900 Wealth. She is responsible for opening accounts for new clients, assisting with requests of existing clients, and assisting with the alternative investment platform. Sally graduated from the University of Texas at Austin in 2022, where she received a Bachelor of Arts in Economics and a minor in Architectural History.

Todd Brockwell

Richard Dullnig

Dan Slattery

Matt R. Richter

Chris Kardys

Bobby Jones

Miles Fuquay

Mike Sierra

Jessica Drought

Hunt Hord

Katie Richards

Carol Georgi

Bella Scanland

Phyllis Kyle

Sally Randolph

Differentiate Yourself with 1900 Wealth

The financial landscape is evolving, with an increasing thirst expectation/demand for transparent, unbiased investment advice. At 1900 Wealth, our legacy stands as a testament to navigating these intricate financial markets with precision, integrity, and client-centric dedication.
At the heart of 1900 Wealth lies our devotion to creating genuine relationships. Our seasoned team, backed by their rich mosaic of skills – from family office expertise to CFA and CFP certifications – has consistently ensured our clients’ best interests are at the forefront. Our high net worth clientele benefit from our holistic wealth management approach, where trust and transparency are our pillars.

What truly sets 1900 Wealth apart?

Our ethical stance, devoid of commission-based motives, and our transparent fee structure. This commitment ensures we’re not just another advisory firm, but a trusted partner for our clients. Our dedication transcends traditional service, we strive to align our goals seamlessly with those we serve.
The financial landscape is evolving, with an increasing thirst expectation/demand for transparent, unbiased investment advice. At 1900 Wealth, our legacy stands as a testament to navigating these intricate financial markets with precision, integrity, and client-centric dedication.

Explore. Engage. Elevate.

Discover the opportunities awaiting you at 1900 Wealth.

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