Kelly D. Rice
Portfolio Manager-Equities at Broadway National Bank Asset Management
Profile
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.
Kelly D. Rice active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 01/01/2006 |
Former positions of Kelly D. Rice
| Companies | Position | End |
|---|---|---|
| HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Corporate Officer/Principal | - |
| American Funds American Mutual Fund, Inc. | Corporate Officer/Principal | - |
Training of Kelly D. Rice
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Finance |
| Private companies | 2 |
|---|---|
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 |
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