Jeffrey Nelson has been promoted to chief investment officer, executive vice president in the Broadway Bank Wealth Management IMG team.
Nelson has more than eleven years of investment experience. Prior to joining Broadway Bank, he worked as a wealth advisor in the banking industry and also spent five years in private practice providing investment management and financial services to clients. Nelson, a retired United States Air Force lieutenant colonel, earned a Bachelor of Science in Aeronautical Science from Embry-Riddle Aeronautical University, a Master of Science in management and human relations from Abilene Christian University, and a Doctor of Philosophy in personal financial planning from Kansas State University. Nelson holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He teaches a course on investments as an adjunct faculty member at The University of Texas at San Antonio and is an active member of CFA Society San Antonio.
About Broadway Bank
Headquartered in San Antonio, Broadway Bank was founded in 1941 by Col. Charles E. Cheever and his wife, Elizabeth Cheever. It has evolved from a small neighborhood bank into one of the largest independently owned banks in Texas. Today, Broadway Bank continues to function as a family-owned and operated financial institution. Broadway Bank offers a full-range of sophisticated financial services, including personal banking, private banking, military banking, business banking and wealth management. With more than $3 billion in total assets, the highly rated Bank operates 39 locations in San Antonio, Austin and the surrounding areas. Visit the Broadway Bank website at broadwaybank.com for more information.