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Westwood Holdings Group

#8818

Rank

$154.76M

Marketcap

US United States

Country

Westwood Holdings Group
Leadership team

Mr. Fabian Gomez (Pres)

Ms. Susan Byrne Montgomery (Founder & Vice Chairman)

Mr. Brian O'Connor Casey CFP, CFP (CEO & Director)

Products/ Services
Asset Management, Financial Services, Venture Capital
Number of Employees
100 - 500
Headquarters
Dallas, Texas, United States
Established
1983
Company Registration
SEC CIK number: 0001165002
Net Income
500K - 2M
Revenue
20M - 100M
Traded as
WHG
Social Media
URL
https://www.westwoodgroup.com
Overview
Location

Summary
History
Mission
Vision
Key Team
Recognition and Award
References
Summary
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
History

Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas. Westwood has satisfied its clients’ needs by providing an integrated product offering including separate account solutions as well as traditional and alternative structure mutual funds.

Mission
Westwood Holdings Group seeks to provide superior investment results and superior service to clients through its institutional and retail product families.
Vision
Westwood will build on its success by continuing to be the premier provider of high-quality, client-centric solutions.
Key Team

Mr. Steven William Paddon (Head of Institutional & Marketing Services)

Mr. Murray Forbes III, CPA (Sr. VP, CFO & Treasurer)

Mr. John Porter Montgomery (Chief Operating Officer)

Ms. Julie Kramer Gerron C.F.A., CFA, J.D. (Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec.)

Ms. Kellie R. Stark CFA, F.R.M. (Exec. VP of Client Service & Marketing)

Ms. Leah Rebecca Bennett C.F.A., CFA (Pres of Westwood Wealth Management)

Mr. Todd L. Williams C.F.A., CFA (Sr. VP & Director of Equity Research)

Recognition and Awards
Westwood has received numerous industry awards for its investment performance, including Pensions & Investment's Excellence Award and the Lipper Leaders Award.
References

https://in.investing.com/equities/westwood-holdings-group-inc

https://finance.yahoo.com/quote/WHG/profile?p=WHG

https://www.comparably.com/companies/westwood-holdings-group/mission

https://www.crunchbase.com/organization/westwood-holdings-group

https://companiesmarketcap.com/

https://www.westwoodgroup.com

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Westwood Holdings Group
Leadership team

Mr. Fabian Gomez (Pres)

Ms. Susan Byrne Montgomery (Founder & Vice Chairman)

Mr. Brian O'Connor Casey CFP, CFP (CEO & Director)

Products/ Services
Asset Management, Financial Services, Venture Capital
Number of Employees
100 - 500
Headquarters
Dallas, Texas, United States
Established
1983
Company Registration
SEC CIK number: 0001165002
Net Income
500K - 2M
Revenue
20M - 100M
Traded as
WHG
Social Media
URL
https://www.westwoodgroup.com