Jeff Nelson in

Jeff Nelson

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Lecturer, Department of Finance at The University of Texas at San Antonio
📍 San Antonio, Texas Metropolitan Area, United States

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.

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Experience
35 Years
Current Role
Lecturer, Department of Finance
Job Level
Leadership
Location
San Antonio, Texas Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Jeff cares about

Investment Theory
As a CIO and a university lecturer on Investment Theory & Problems for graduate students, this is a core area of his professional expertise.
Wealth Management
His entire career, from USAA to his current executive role at Broadway Bank, is focused on wealth management and financial advisory.
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Career

Work history

12-2012 - 5-2020
Lecturer, Department of Finance
The University of Texas at San Antonio
8-2012
Chief Investment Officer
Broadway Bank
10-2010 - 8-2012
Wealth Management Advisor
USAA
2-2005 - 10-2010
FInancial Advisor
The Retirement Wealth Coach
1-1985 - 4-2005
Military Officer
United States Air Force
In the press

Media appearances

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Education
2010 - 2014
Doctor of Philosophy (Ph.D.)
Kansas State University
2004 - 2005
Graduate Certificate
Kansas State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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