Money Managers
Mike Zwartjes, CFA
Executive Vice President, Chief Investment Officer
Professional Investment Management
Michael joined Broadway in 1993 and has over 30 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 20 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.
Casey Keller, CFA
Vice President, Portfolio Manager
Professional Investment Management
Casey Keller has over 7 years of investment experience. Prior to joining Broadway in 2010, he was an investment manager for Wells Fargo, responsible for business development and discretionary investment management of private client accounts, trusts, and foundations in the West Texas area.
He earned his bachelor’s degree in Economics from the University of Texas at Austin. He was awarded the Chartered Financial Analyst (CFA) designation in 2008 and is a member of the CFA Institute and the San Antonio Society of Financial Analysts.
Wealth Advisors
Pamela K. Parish, CFP®
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 30 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 30 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.
R. Al Leach
Senior Vice President, Wealth Advisor and Trust Officer
Al Leach has over 30 years of experience in financial services and wealth management. He recently joined the Wealth Management Division of The Private Bank at Broadway and is responsible for trust administration and wealth advisory services in New Braunfels and Central Texas. He holds a B.B.A. in Finance and Accounting from Southern Methodist University in Dallas and is a graduate of the Southwestern Graduate School of Banking at SMU. He is a member of the San Antonio Estate Planning Council, currently serves as a Director of the Wurstfest Association and formerly served on the boards of the Comal County United Way, Mid-Texas Symphony Association and First United Methodist Foundation.
Robert G. Ownby, Jr.
Vice President, Wealth Advisor and Trust Officer
Bob joined the bank in May 2000. He has over 15 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 of SALE. He is a graduate of Texas A&M University in College Station, Texas.
David D. White, C.P.A., J.D., LL.M.
Vice President, Wealth Advisor and Trust Officer
David has been with Broadway National Bank’s Wealth Management Division since 2009. Prior to joining Broadway, he was the Director of Tax Policy for AT&T. Prior to joining AT&T, David was the Deputy Treasurer of Michigan and served as Tax Counsel for the Michigan House of Representatives.
David earned his Masters of Tax Law (LL.M. with distinction) combined with a Certificate in Estate Planning from Georgetown Law School and received his undergraduate degree in accounting from the McCombs School of Business at the University of Texas at Austin. David is a C.P.A. and has been a member of Texas Bar for over 15 years. He is admitted to practice before the United States Supreme Court, United States Tax Court and the United States Court of Federal Claims. He is also a member of the Texas Society of CPAs, the San Antonio Bar Association and is a member of the Tax Section as well as the Real Estate, Probate, and Trust Law (REPTL) section of the Texas Bar.
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 Jett
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
Vice President, Geologist
Kenneth has 15 years of experience in Oil and Gas Management. He graduated with a B.A. in Geology from Texas Christian University and is a member of the American Association of Petroleum Geologists, Texas Land & Mineral Owners Association and the South Texas Geological Society.
Estate Settlement
Julie Hardaway
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.
