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Kelly D. Rice
Gestionnaire de Portefeuille-Actions chez Broadway National Bank Asset Management
Profil
Mr. Kelly D.
Rice is Senior Vice President & Portfolio Manager at Broadway National Bank Asset Management.
He has more than 18 years of experience in the financial services industry.
Prior to joining Broadway Bank in 2006, he worked for the American Funds mutual fund family and Hartford Financial Services Group.
He manages funds for foundations, trusts, retirement accounts, and high net worth individuals along with providing equity and mutual fund research.
He holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance from The University of Texas at San Antonio.
He is a Certified Financial Planner professional and is a 2013 graduate of the North San Antonio Chamber of Commerce Leadership Lab program.
Postes actifs de Kelly D. Rice
Sociétés | Poste | Début |
---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2006 |
Anciens postes connus de Kelly D. Rice
Sociétés | Poste | Fin |
---|---|---|
HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Corporate Officer/Principal | - |
American Funds American Mutual Fund, Inc. | Corporate Officer/Principal | - |
Formation de Kelly D. Rice
The University of Texas at Austin | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
---|---|
HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Finance |
Entreprise privées | 2 |
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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. | Finance |
American Funds American Mutual Fund, Inc. | Miscellaneous |