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Our Wealth Management Team

Money Managers
	Mike Zwartjes, CFA Executive Vice President, Chief Investment Officer Professional Investment Management Michael joined Broadway in 1993 and has over thirty years of Investment experience. He holds a B.A. degree from Texas A&M University and a Masters degree in Public Administration from the University of Colorado. He is a member of the CFA Institute and a past-president of the San Antonio Society of Financial Analysts.
	Greg Dunn, CFA Senior Vice President, Portfolio Manager Professional Investment Management Greg has over twenty years of Investment experience and has been managing personal, institutional and charitable portfolios at Broadway Bank since 1996. He holds a Bachelor of Business Administration from Texas Lutheran College, and he is a member of the CFA Institute and the San Antonio Society of Financial Analysts.
Wealth Advisors
	Pamela K. Parish, CFA Group Executive Vice President, Wealth Management Division Manager Pam has over 30 years of experience in financial services and heads the Wealth Management Division of the Private Bank at Broadway. She received her B.A.A.S and MBA degrees from Lamar University and is a graduate of the Southwestern Graduate School of Banking. She joined the bank in 2003. She is the immediate past President of the San Antonio Estate Planners Council.
	Rebecca Cotton Senior Vice President, Wealth Advisor and Trust Officer Rebecca joined Broadway Bank in May 2000 and has more than thirty years of Trust and Wealth Management experience. She holds both a B.S. and a Masters degree from Texas A&M University-Commerce and is a graduate of the Southwestern Graduate School of Banking. She is involved in many civic, charitable and professional groups, and is an active volunteer with the Assistance League of San Antonio.
	Wes Dorman Vice President, Wealth Advisor and Trust Officer Wes has over 25 years of Trust experience. He joined the bank in 2002. He holds a B.A. degree from Rice University, a Doctor of Jurisprudence from the University of Houston, and is a graduate of the Southwestern Graduate School of Banking. Wes currently serves as President of the Riverside Nature Center Association and the Hill Country Estate Planning Council.
	Susan Hinger Executive Vice President, Wealth Advisor and Trust Officer Susan is a graduate of Ouachita Baptist University, the University of Arkansas School of Law, and the Southwestern Graduate School of Banking at Southern Methodist University. She joined Broadway Bank in 1988. Susan has over thirty years of Trust experience and is a member of the San Antonio Estate Planners Council.
	Randall Johnson, CTFA Senior Vice President, Wealth Advisor and Trust Officer Randall has over 26 years of experience in Wealth Management and Trust. He is a graduate of the University of Texas at Austin and the National Graduate Trust School at Northwestern University. He is involved in and has held leadership positions in numerous charitable and civic activities including the Rotary Club of Kerrville and the Kerr County United Way.
	Nancy May, CTFA Senior Vice President, Wealth Advisor and Trust Officer Nancy joined the bank in 1991 and has over 22 years of Trust and Wealth Management experience. She graduated summa cum laude from Texas State University. She is a member of the San Antonio Estate Planners Council and serves on the Board of Trustees of the Development Foundation of Texas State University.
	Robert J. Ownby, Jr. Vice President, Wealth Advisor and Trust Officer Bob joined the bank in May 2000. He has over fifteen years of experience in Real Estate and Mineral management and is involved with many charitable and civic activities including the South Central Texas Chapter of the Juvenile Diabetes Research Foundation, the Kiwanis Club of San Antonio and the Rural Youth Committee. He is a graduate of Texas A&M University in College Station, Texas.
	Wendelyn Wilkes Senior Vice President, Wealth Advisor and Trust Officer Wendelyn joined Broadway Bank in 1996. She has over 26 years of experience in Wealth Advisory and Financial Planning, Personal Trust Administration and Estate Administration. She received a B.A. from Austin College and holds a Doctor of Jurisprudence from the University of Texas School of Law. She is a licensed attorney and a member of the State Bar of Texas and the San Antonio Bar Association.
Real Estate / Oil, Gas Mineral
	Carrie Jet Vice President, MSR REMM Carrie has over 13 years of Trust and Wealth Management experience. She graduated with Highest Honors from Southwest Texas State University. She is a member of the Texas Bankers Association and the San Antonio Area Estate Planning Council. Professional designations include Certified Trust Financial Advisor and Certified Lifetime Texas Secondary Teacher.
	Kenneth Dorbandt Assistant Vice President, Geologist Kenneth has 19 years of experience in Oil and Gas Management. He graduated with a B.S in Geology from Texas Christian University and is a member of the American Association of Petroleum Geologists and the South Texas Geological Society.
Estate Settlement
	Julie Hardaway Assistant Vice President, Estate Settlement Specialist and Trust Officer Julie joined Broadway Bank in 2005. She is a graduate of Southwestern University in Georgetown, Texas, with a Bachelor of Arts degree in International Studies. Julie earned a Doctor of Jurisprudence from Texas Tech University School of Law, and became licensed to practice law in Texas in 1996.
Private Foundations
	Nancy May Senior Vice President, Wealth Advisor and Trust Officer Nancy joined the bank in 1991 and has over 22 years of Trust and Wealth Management experience. She graduated summa cum laude from Texas State University. She is a member of the San Antonio Estate Planners Council and serves on the Board of Trustees of the Development Foundation of Texas State University.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

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