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Kelly A. Colotla
Gestionnaire de Portefeuille-Actions chez Broadway National Bank Asset Management
Profil
Ms. Kelly A.
Colotla, CFA, is Senior Vice President & Portfolio Manager at Broadway National Bank Asset Management.
She has more than 20 years of experience in investment management.
Prior to joining Broadway Bank as a Portfolio Manager, she worked as a global equity analyst and prior to that she was an investment manager in a wealth management group for a major U.S.
bank.
She spent the early part of her career in fixed income.
Ms. Colotla holds both a Bachelor of Business Administration in Finance and a Bachelor of Arts in Language and International Trade from Eastern Michigan University.
She holds a Master of International Management with a concentration in Finance from Thunderbird School of Global Management and has a Post-Graduate Certificate of Accounting from Simpson College.
She is also a graduate of Texas Trust Schools and recently completed a course in Financial Modeling.
In addition to a number of long-time board positions for various non-profit organizations, she has been an active board member of the CFA Society San Antonio as well as the Texas Banker’s Trust School Advisory Board.
She is also a Rotarian, an avid volunteer.
She has earned both the Chartered Financial Analyst and the Chartered Market Technician.
Postes actifs de Kelly A. Colotla
Sociétés | Poste | Début |
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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. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Formation de Kelly A. Colotla
Eastern Michigan University | Undergraduate Degree |
Thunderbird School of Global Management | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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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 |