Todd is one of the catalysts crafting the vision of 1900 Wealth in his role as president. He also works directly with clients, offering them the benefit of more than 25 years of experience in investment management, including managing multibillion-dollar portfolios for thousands of employees.
Todd joined 1900 Wealth in 2016 as president when it was still Monticello Wealth. He had been chief financial officer of Petty Family Interests for 10 years, a single-family office with investments in real estate, private ventures, ranching, and oil & gas.
Todd has managed pension and benefits plans for AT&T and was also investment manager for H-E-B. He has a Bachelor of Business Administration in accounting from Texas A&M University, is a Chartered Financial Analyst and is a Certified Public Accountant.
Experience & History
President, 1900 Wealth
Trustee, Glass-Glen Burnie Foundation
Chief Financial Officer, Petty Family Interests
Director – Corporate Operations and Planning, AT&T
Director – Investor Relations, SBC Communications
Corporate Manager – Investments, SBC Communications
Investment Manager, H-E-B
Management Consultant, Ernst & Young
Bachelor of Business Administration – Accounting, Texas A&M University
Board Trustee, Auditory Learning Foundation
Executive Committee, San Antonio Stock Show & Rodeo
Chairman – Board, San Antonio Academy
