Jeff Nelson is the Executive Vice President and Chief Investment Officer at Broadway Bank Wealth Management. A CFA Charterholder and CERTIFIED FINANCIAL PLANNER™ practitioner, he leverages a Ph.D. from Kansas State University and experience as a finance lecturer at The University of Texas at San Antonio to guide investment strategy.
Beyond his finance career, Jeff has a distinguished background as a decorated 20-year U.S. Air Force officer, where he served as an aircraft commander and instructor pilot. He remains connected to academia through his teaching role and shows engagement in local community affairs.
He uniquely transitioned from being a KC-135 instructor pilot in the military to a Chief Investment Officer.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Explore more public profiles from related professionals.
Discover additional public profiles from our index.
Looking for someone else? Search here for anyone.