Kelly A. Colotla

Kelly A. Colotla

Portfolio Manager-Aktien bei Broadway National Bank Asset Management

Consumer Services
Finance

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.

Aktive Positionen von Kelly A. Colotla

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2016
Alle aktiven Positionen von Kelly A. Colotla

Ausbildung von Kelly A. Colotla

Eastern Michigan University Undergraduate Degree
Thunderbird School of Global Management Graduate Degree

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