Jeff Nelson
Chief Investment Officer at Broadway National Bank Asset Management
Network origin in Jeff Nelson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Broadway National Bank Asset Management
 Broadway National Bank Asset Management Investment ManagersFinance Broadway National Bank Asset Management (BNBAM) is an asset management firm headquartered in San Antonio, Texas. The firm was founded in 1941 and is a subsidiary of Broadway National Bank, ultimately held by Broadway Bancshares, Inc. BNBAM provides investment management services to various clients.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Nelson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
| Eastern Michigan University | College/University | Undergraduate Degree | |
Broadway Bancshares, Inc.
 Broadway Bancshares, Inc. Financial ConglomeratesFinance Broadway Bancshares, Inc. operates as a bank holding company. It acts as a holding company for Broadway National Bank and its Eisenhower National Bank division. The organization offers deposit products such as savings, checking, and money market accounts, IRAs, and cash deposits. Broadway Bancshares was founded by Elizabeth Cheever and Charles E. Cheever Sr. and is located in San Antonio, TX. | Financial Conglomerates | Director/Board Member | |
United Way of San Antonio & Bexar County
 United Way of San Antonio & Bexar County Miscellaneous Commercial ServicesCommercial Services United Way of San Antonio & Bexar County operates as a non-profit organization which helps children, families and individuals. It offers basic needs and helps change lives through strong, well-managed programs. The company was founded in 1940 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Broadway National Bank (Texas)
 Broadway National Bank (Texas) Major BanksFinance Part of Broadway Bancshares, Inc., Broadway National Bank (Texas) is a nationally chartered commercial bank. The company is based in San Antonio, TX. David Bohne has been the CEO of the company since 2016. Broadway National Bank (Texas was acquired by BostonFed Bancorp, Inc. on May 14, 2003. | Major Banks | Chief Executive Officer | |
| Texas A&M University | College/University | Undergraduate Degree | |
| University of the Incarnate Word | College/University | Masters Business Admin | |
| Dallas Baptist University | College/University | Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
| Texas Tech University | College/University | Corporate Officer/Principal | |
| Trinity Western University | College/University | Corporate Officer/Principal | |
| United States Air Force Academy | College/University | Undergraduate Degree | |
| Iowa State University | College/University | Doctorate Degree | |
| University of Michigan | College/University | Masters Business Admin | |
| HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Multi-Line Insurance | Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Graduate Degree |
Statistics
International
| United States | 19 |
| Canada | 2 |
Sectoral
| Consumer Services | 13 |
| Finance | 6 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Operational
| Undergraduate Degree | 7 |
| Corporate Officer/Principal | 6 |
| Portfolio Manager-Equities | 5 |
| Masters Business Admin | 3 |
| Director/Board Member | 3 |
Most connected contacts
| Insiders | |
|---|---|
| Brian R. Korb | 6 |
| David Bohne | 6 |
| Kelly D. Rice | 4 |
| Bruce Walker | 3 |
| Donna Lynn Bridge | 3 |
| Kelly A. Colotla | 3 |
| Catherine Weiser | 2 |
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