Executive Vice President
Wealth Management Line of Business Leader
Broadway Bank Welcomes New Wealth Management Leader, Jonathan Wolf, to San Antonio
Jonathan Wolf joins Broadway Bank as Executive Vice President – Wealth Management Line of Business Leader. Wolf brings an extensive background in wealth solutions, strategic projects and investment management in the financial services industry, most recently as the Principal of St. Johns Investment Management Co. LLC in Florida. He leads Broadway Bank’s wealth management expansion to serve clients across a wider spectrum with investment solutions and financial planning relevant to their unique stage in life. His teams of experts include the investment management group, the wealth advisory and oil & gas teams, including real estate, farm and ranch, and also the brokerage services and financial planning arm of Broadway Bank wealth management.
He holds a Master of Science in finance from the University of Houston, Clear Lake and a Bachelor of Business Administration in finance from the University of Houston. Executive program endeavors include a Masters of Business Administration from the Kellogg School of Management at Northwestern University and a Master of Science in information systems - enterprise technology from the University of Colorado at Denver. He holds the Series 7, 66, and 24 securities licenses.
He and his wife, Arielle are excited to make the Alamo City their home.