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Teri Grubb Email & Phone Number

SVP, Director of Operations and Client Experience at 1900 Wealth
Location: San Antonio, Texas, United States 14 work roles 2 schools
1 work email found @captrust.com 3 phones found area 210 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email t****@captrust.com
Direct phone (210) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
1900 Wealth
Role
SVP, Director of Operations and Client Experience
Location
San Antonio, Texas, United States
Company size
32 employees

Who is Teri Grubb? Overview

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Quick answer

Teri Grubb is listed as SVP, Director of Operations and Client Experience at 1900 Wealth, a company with 32 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at captrust.com, phone signal with area code 210, and a matched LinkedIn profile for Teri Grubb.

Teri Grubb previously worked as Chief Operating Officer at Sendero Wealth Management and Chief Operating Officer at Sendero Wealth Management. Teri Grubb holds Master'S Degree, Organizational Development, Distinction from University Of The Incarnate Word.

Company email context

Email format at 1900 Wealth

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{first}.{last}@captrust.com
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AeroLeads found 1 current-domain work email signal for Teri Grubb. Compare company email patterns before reaching out.

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Profile bio

About Teri Grubb

I have been in the industry since 1995. I have experience in front- & back-office operations including personnel management; HR, recruiting; training and development; trust operations; business development and client service; facilities management; project management; RIA compliance; consulting; marketing and event planning; and trading.In 2011, I graduated with distinction with an Master of Arts in Organizational Development form the University of the Incarnate Word. In 2008, I graduated from the University of the Incarnate Word with a Bachelor of Arts in Organizational Development . Currently, I serve on the Board of Directors for the Girl Scouts of Southwest Texas. I am also a graduate of Leadership Texas, Class of 2015 and am a member of Juliette's Circle for the Girl Scouts. In 2022, I serve as the Chairman for the CAPTRUST Women's Initiative and GROW Initiative. In August 2017, I was named by the San Antonio Business Journal as "Woman of the Year" and also received the Women's Leadership Award. In 2012, I was named San Antonio Business Journal's "Top 40 Under 40" and was named "Shining Star" for 2012.

Listed skills include Leadership, Management, Strategic Planning, Investments, and 1 others.

Current workplace

Teri Grubb's current company

Company context helps verify the profile and gives searchers a useful next step.

1900 Wealth
1900 Wealth
SVP, Director of Operations and Client Experience
San Antonio, TX, US
Website
sendero.com
Employees
32
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Company profile
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14 roles

Teri Grubb work experience

A career timeline built from the work history available for this profile.

Svp, Director Of Operations And Client Experience

1900 Wealth

San Antonio, TX, US

Svp, Director Of Trust Operations & Client Experience

Jefferson Bank

San Antonio, Texas, United States

Joined Jefferson Bank in June 2023 as SVP, Director of Trust Operations & Client Experience. In this role, I am responsible for the oversight and overall integrity of trust operations and oversee the client experience of Jefferson Bank Trust. I work in collaboration with the EVP, Division President and Trust Officers as well as the entire trust department.

Jun 2023 - Oct 2024

Senior Director | Leadership

Captrust

San Antonio, Texas

Sep 2019 - Jun 2023

Senior Director | Advisor Group

Captrust

San Antonio, Texas, United States

Sep 2019 - Jun 2023

Co-Chief Executive Officer

South Texas Money Management

San Antonio, Texas

Mar 2019 - Sep 2019

Managing Director & Chief Operating Officer

South Texas Money Management

San Antonio, Texas

Jan 2017 - Mar 2019

Managing Director & Chief Operating Officer

South Texas Money Management, Ltd.

San Antonio, Texas Area

Jan 2017 - Mar 2019

Chief Operating Officer & Executive Vice President

South Texas Money Management, Ltd.

San Antonio, Texas Area

Joined South Texas Money Management, Ltd. in June 2011 as Chief Compliance Officer. In September 2011, was named Chief Operating Officer. I worked directly with the CEO and President on the overall operations of the firm including internal communications, human resource management, marketing, IT and client services and back office operations. Prior to.

Jun 2011 - Jan 2017

Chief Compliance / Risk Officer

Jwk Capital, Llc
Jan 2011 - Jun 2011

Chief Compliance Officer

Austin, Calvert & Flavin, Inc.
  • Primary responsibilities include managing the compliance operations of the firm, working with marketing department to develop client and advisor relationships, maintain third party databases, and complete and deliver.
  • Promoted to Compliance Officer in 2007.
  • Maintain and develop client and advisor relationships.
  • Participation in SEC exam.
  • Perform multiple internal compliance audits.
  • Lead Compliance Committee team meetings.
May 1995 - Sep 2010

Vice President

Fixed Income Securities - Aam

Supervised account set-up and supported ongoing relationships with advisors and custodians. Responsible for all compliance matters and maintaining compliance files relating to the IA division. Managed a team consisting of three members. Active in positioning division as a primary advisor. Continually developed knowledge base to remain current in fast paced.

Apr 2004 - Oct 2005
Team & coworkers

Colleagues at 1900 Wealth

Other employees you can reach at sendero.com. View company contacts for 32 employees →

DA Debbie A. Ponzio Debbie A. Ponzio Colleague at 1900 WealthSan Antonio, Texas, United States, United States View → TC Trina C. Trina C. Colleague at 1900 WealthSan Antonio, Texas, United States, United States View → EA Edward A. Hart Edward A. Hart Colleague at 1900 WealthSan Antonio, Texas, United States, United States View → JH Jared Hunt Jared Hunt Colleague at 1900 WealthKerrville, Texas, United States, United States View → MT Matt Thompson Matt Thompson Colleague at 1900 WealthSan Antonio, Texas Metropolitan Area, United States View → JC Jake Carlyle Jake Carlyle Colleague at 1900 WealthSan Antonio, Texas, United States, United States View → RM Ricardo Medina Ricardo Medina Colleague at 1900 WealthSan Antonio, Texas, United States, United States View → SR Scott R. Mcmillian, Cpa, Cfp Scott R. Mcmillian, Cpa, Cfp Colleague at 1900 WealthSan Antonio, Texas, United States, United States View → EC Elizabeth Crawford Elizabeth Crawford Colleague at 1900 WealthSan Antonio, Texas, United States, United States View → LK Lisa Kahn-Smith Lisa Kahn-Smith Colleague at 1900 WealthSan Antonio, Texas, United States, United States View →
2 education records

Teri Grubb education

Master'S Degree, Organizational Development, Distinction

University Of The Incarnate Word

Activities and Societies: The National Society of Leadership & Success - Former Chapter President. Former member of the J.E. & L.E. Mabee.

Bachelor Of Arts - Ba, Organizational Development

University Of The Incarnate Word

Activities and Societies: The National Society of Leadership and Success - Former Chapter President. Former member of the J.E. & L.E..

FAQ

Frequently asked questions about Teri Grubb

Quick answers generated from the profile data available on this page.

What company does Teri Grubb work for?

Teri Grubb works for 1900 Wealth.

What is Teri Grubb's role at 1900 Wealth?

Teri Grubb is listed as SVP, Director of Operations and Client Experience at 1900 Wealth.

What is Teri Grubb's email address?

AeroLeads has found 1 work email signal at @captrust.com for Teri Grubb at 1900 Wealth.

What is Teri Grubb's phone number?

AeroLeads has found 3 phone signal(s) with area code 210 for Teri Grubb at 1900 Wealth.

Where is Teri Grubb based?

Teri Grubb is based in San Antonio, Texas, United States while working with 1900 Wealth.

What companies has Teri Grubb worked for?

Teri Grubb has worked for 1900 Wealth, Sendero Wealth Management, Jefferson Bank, Captrust, and South Texas Money Management.

Who are Teri Grubb's colleagues at 1900 Wealth?

Teri Grubb's colleagues at 1900 Wealth include Debbie A. Ponzio, Trina C., Edward A. Hart, Jared Hunt, and Matt Thompson.

How can I contact Teri Grubb?

You can use AeroLeads to view verified contact signals for Teri Grubb at 1900 Wealth, including work email, phone, and LinkedIn data when available.

What schools did Teri Grubb attend?

Teri Grubb holds Master'S Degree, Organizational Development, Distinction from University Of The Incarnate Word.

What skills is Teri Grubb known for?

Teri Grubb is listed with skills including Leadership, Management, Strategic Planning, Investments, and Trading.

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