Teri Grubb in

Teri Grubb

Inspirer · DISC type di
SVP, Director of Operations & Client Experience at 1900 Wealth
📍 San Antonio, Texas, United States

With over 25 years in financial services, Teri Grubb is the SVP, Director of Operations & Client Experience at 1900 Wealth. She has a background as a COO and specializes in operational leadership and strategic growth. She holds both a Masters and Bachelors degree in Organizational Development from the University of the Incarnate Word.

Based on her activity, Teri is an engaged member of the San Antonio community. She actively supports local initiatives and shows enthusiasm for the citys NBA team, the San Antonio Spurs.

She has been recognized by the San Antonio Business Journal as a "Woman of the Year" and one of the "Top 40 Under 40. "

Read the full overview →
Experience
25 Years
Current Role
SVP, Director of Operations & Client Experience
Job Level
Leadership
Location
San Antonio, Texas, United States
Personality Overview

How Teri shows up

Generous
Achievment Oriented
Charming & Persuasive

They usually prefer to drive the conversation. They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Priorities

Topics Teri cares about

Client Experience
Her current title is Director of Operations & Client Experience, and her official bio highlights her focus on ensuring excellence across all firm processes for clients.
Operational Leadership
She has extensive experience in senior operational roles, including serving as COO at two previous wealth management firms, focusing on efficiency and integrity.
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Career

Work history

5-2025
SVP, Director of Operations & Client Experience
1900 Wealth
9-2024 - 3-2025
Chief Operating Officer
Sendero Wealth Management
6-2023 - 8-2024
SVP, Director of Trust Operations & Client Experience
Jefferson Bank
9-2019 - 6-2023
Senior Director | Leadership
CAPTRUST
9-2019 - 6-2023
Senior Director | Advisor Group
CAPTRUST
In the press

Media appearances

Teri M. Grubb – 1900 Wealth Team Profile. Featured in 1900 Wealth (company website)
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Executive Team Expands After Surpassing Growth Goals. Featured in 1900 Wealth (company news release)
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Education
2010 - 2011
Master's Degree
University of the Incarnate Word
2006 - 2008
Bachelor of Arts - BA
University of the Incarnate Word
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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