Our Wealth Management Team

Portfolio Managers

Gregory V. Dunn, CFA
Executive Vice President, Chief Investment Officer
Investment Management Group

Greg Dunn has over 20 years of investment experience and has been with Broadway since 1996. He is currently responsible for the Investment Management Group which manages $1.5 billion in assets; this includes personal, institutional and charitable foundations. He oversees five portfolio managers and administrative support for the team. In the late 1980s he devoted his time to teaching high school mathematics.

He earned a B.A. in Business Administration from Texas Lutheran College with majors in Administrative Management and Marketing. He is certified to teach mathematics and business. Greg was awarded the Chartered Financial Analyst (CFA) designation in 1998. He is a member of the CFA Institute and the San Antonio Society of Financial Analysts. He serves on the Investment Committee of Texas Lutheran University Endowment and is currently a member of Leadership San Antonio Class 37.

Michael A. Zwartjes, CFA
Executive Vice President, Senior Portfolio Manager
Investment Management Group

Mike Zwartjes has over 38 years of investment experience including 19 years as Chief Investment Officer at Broadway. Prior to joining Broadway in early 1993, Mike was with Merrill Lynch for 10 years, followed by eight years as a portfolio manager for NationsBank (now Bank of America) and its predecessor banks in San Antonio. In addition to contributing to the management of the Investment Management Group he currently manages funds for foundations, endowments, retirement funds, trusts and high net worth individuals.

Mike holds a B.A. degree from Texas A&M University and a Masters degree in Public Administration from the University of Colorado. He was awarded the Chartered Financial Analyst (CFA) designation in 1987. He is a member of the CFA Institute and a past-president of the San Antonio Society of Financial Analysts.

Jeffrey S. Nelson, CFA, CFP®
Vice President, Portfolio Manager
Investment Management Group

Jeff Nelson has over seven years of investment experience. Prior to joining Broadway in 2012 as a Portfolio Manager, he served as a Wealth Advisor at USAA, responsible for investments, insurance, and banking lines of business for the mass affluent market segment. He also spent five years in private practice providing investment management and financial services to high net worth clients. Jeff retired from the United States Air Force at the rank of Lieutenant Colonel.

He earned a B.S. in Aeronautical Science from Embry-Riddle Aeronautical University, a M.S. in Management and Human relations from Abilene Christian University, a Graduate Certificate in Personal Financial Planning from Kansas State University, and is currently working on his Ph.D. in Personal Financial Planning from Kansas State University. Jeff also has earned his Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He is a member of the CFA Institute and the San Antonio Society of Financial Analysts.

Kelly D. Rice
Vice President, Portfolio Manager
Investment Management Group

Kelly Rice has 13 years experience in the financial services industry. Prior to joining Broadway in late 2006, he worked for the American Funds mutual fund family and Hartford Financial Services Group. Kelly manages investment agency, IRA and trust portfolios along with providing equity and mutual fund research.

Kelly holds a B.B.A degree in Finance and an MBA with a concentration in Finance from the University of Texas at San Antonio.

R. Bruce Walker, CFA
Vice President, Portfolio Manager
Investment Management Group

Bruce Walker has over seven years of investment management experience. Prior to joining Broadway in 2013, he served as an investment manager with a Vice President designation at Wells Fargo where he managed funds for foundations, trusts, retirement accounts, and high net worth individuals.

He earned a B.A. Economics, cum laude, from Vanderbilt University in Nashville, Tennessee. Bruce also earned the Charter Financial Analyst (CFA) designation in 2010 and is a member of the CFA Society of San Antonio.


Wealth Advisors

Wayne H. Madsen, JD
Group Executive Vice President,
Wealth Management Division

Wayne joins Broadway Bank from Northern Trust Company in Chicago, Illinois, where he served for 12 years. He has over 20 years of banking and legal experience. Wayne will oversee all areas of the Wealth Management Division which includes assets over $1.5 billion and 46 professionals. Specialties under his leadership include investment management, financial planning, wealth advisory services, trust administration, estate settlement, senior care services, charitable trusts and foundations, farm and ranch management, as well as mineral management.

He earned his Juris Doctorate from the John Marshall Law School in Chicago, Illinois and a Bachelor of Business degree with a major in Petroleum Land Management from the University of Texas.

Rebecca Cotton
Senior Vice President, Wealth Advisor and Trust Officer

Rebecca joined Broadway Bank in May 2000 and has more than 30 years of Trust and Wealth Management experience. She holds both a B.S. and a Masters degree from Texas A&M University-Commerce and is a graduate of the Southwestern Graduate School of Banking. She is involved in many civic, charitable and professional groups, and is an active volunteer with the Assistance League of San Antonio.

Wes Dorman
Senior Vice President, Wealth Advisor and Trust Officer

Wes has over 25 years of Trust experience. He joined the bank in 2002. He holds a B.A. degree from Rice University, a Doctor of Jurisprudence from the University of Houston, is a graduate of the Southwestern Graduate School of Banking, and holds the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Wes currently serves on the boards of the Hill Country Youth Ranch, the Salvation Army-Kerrville, the Community Foundation of the Texas Hill Country, and the Hill Country Youth Orchestra.

Susan Hinger
Executive Vice President, Wealth Advisor and Trust Officer

Susan is a graduate of Ouachita Baptist University, the University of Arkansas School of Law, and the Southwestern Graduate School of Banking at Southern Methodist University. She joined Broadway Bank in 1988. Susan has over 30 years of Trust experience and is a member of the San Antonio Estate Planners Council.

Elizabeth T. Hetrick
Senior Vice President, Wealth Advisor and Trust Officer

Elizabeth has over fifteen years of experience in estate planning, trust and estate administration. She served as Staff Attorney to Bexar County Probate Court #2 and spent time in private practice with the law firm of Cauthorn Hale Hornberger Fuller Sheehan Becker and Beiter focusing on estate planning, tax matters and trusts and guardianships. Elizabeth received her undergraduate degrees in Business from Texas A&M University and her MBA and Doctor of Jurisprudence from St. Mary’s University. She has also earned the Certified Trust and Financial Advisor (CTFA) credential from the American Bankers Association and is on the Board of Governors of the San Antonio Estate Planners Council.

Wendelyn Wilkes
Senior Vice President, Wealth Advisor and Trust Officer

Wendelyn joined Broadway Bank in 1996. She has over 26 years of experience in Wealth Advisory and Financial Planning, Personal Trust Administration and Estate Administration. She received a B.A. from Austin College and holds a Doctor of Jurisprudence from the University of Texas School of Law. She is a licensed attorney and a member of the State Bar of Texas and the San Antonio Bar Association.

Tammy M. Ashby
Vice President, Wealth Advisor and Trust Officer

Tammy has over 21 years of experience in the trust field. She is a graduate of the Texas Trust Schools and of the Cannon Financial institute Trust Schools. She earned her Certified Trust and Financial Advisor designation in 2001. Tammy is a member of the Institute of Certified Bankers and of the San Antonio Estate Planners Council.

Wealth Strategist

Dolores F. Wheless
Senior Vice President, Wealth Strategist

Dolores has over 19 years of experience in financial services assisting families in the areas of personal financial counseling, wealth transfer planning and tax consulting. Prior to joining the bank in 2012, she worked with Ernst & Young and a local multifamily office. Dolores currently serves as Wealth Strategist and Director of the Family Business Resource Center. Dolores earned her B.A. in accounting and M.S. in taxation degrees from Texas A&M University. She is a Certified Public Accountant and Personal Financial Specialist with membership in the American Institute of CPAs. Dolores serves on the board of directors of the San Antonio Zoological Society.

Estate Settlement

Julie Hardaway
Senior Vice President, Estate Settlement Specialist and Trust Officer

Julie joined Broadway Bank in 2005. She is a graduate of Southwestern University in Georgetown, Texas, with a Bachelor of Arts degree in International Studies. Julie earned a Doctor of Jurisprudence from Texas Tech University School of Law, and became licensed to practice law in Texas in 1996.

 

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

 

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210.283.6500 • Outside San Antonio call toll-free 800.531.7650
1177 N. E. Loop 410, San Antonio, Texas 78209