Teri Grubb

Teri M. Grubb is Chief Operating Officer at 1900 Wealth Management in San Antonio. Her official 1900 Wealth bio says she oversees operations, systems, and client experience, with responsibility for efficiency and execution across firm processes. The firm lists her San Antonio office contact directly on its team page.

Before 1900 Wealth, Grubb served as COO at Sendero Wealth Management and held senior leadership roles at Jefferson Bank and CAPTRUST. Earlier, she was Co-CEO and COO of South Texas Money Management, where 1900 Wealth says she led operations for a $3.7 billion wealth management firm. South Texas Money Management announced in April 2019 that founder Jeanie Wyatt had named Grubb and Christina Markell-Balleza as Co-CEOs earlier that year; CAPTRUST announced in August 2019 that STMM would join CAPTRUST, with STMM managing $3.7 billion in client assets across six Texas offices.

Grubb earned both a Bachelor of Arts and Master of Arts in Administration / Organizational Development from the University of the Incarnate Word. UIW reported that she joined South Texas Money Management in 2011, the same year she completed her master’s degree. She has been recognized by the San Antonio Business Journal as “Woman of the Year” and as a “Top 40 Under 40” honoree, and UIW noted her community roles with Girl Scouts of Southwest Texas, Hemisfair Conservancy, Centro San Antonio, and Guide Dogs of Texas.

• Grubb’s publicly verifiable role is as an operating and client-experience executive at wealth-management firms, not as a disclosed seed-stage angel investor or venture fund partner.
• 1900 Wealth describes its investment-management philosophy as client-focused, long-term “Asset Class Investing,” using diversification across stocks, bonds, real estate, and alternative investments to manage risk and pursue long-term wealth preservation and growth.
• 1900 Wealth’s alternative-investment platform is for “patient investors, who qualify,” with higher thresholds and longer liquidity horizons than traditional tools.
• The firm says it connects clients to “locally sourced and managed investment opportunities in real estate, private equity, venture capital and private credit.”
• In an M&A context for advisory firms, Grubb’s stated operating thesis is planning-led and culture-aware: “Planning is not a ‘someday’ thing.” She also said sellers should define what is nonnegotiable before a transaction.
• Her current operating focus at 1900 Wealth is client service, operational excellence, secure processes, and strategic growth rather than sourcing startup deals personally.