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Westwood Holdings



Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Westwood offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries.


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Brian O. Casey
President & CEO
Fabian Gomez
Chief Operating Officer
Harvey P. Steele III
Senior Vice President, Head of Intermediary Sales
Julie K. Gerron
Senior Vice President, General Counsel and Chief Compliance Officer
Mark R. Freeman
Executive Vice President, Chief Investment Officer, Senior Portfolio Manager
Sean Clark
Senior Vice President, Institutional Sales and Consultant Relations
Steve W. Paddon
SVP Head of Distribution
Terry Forbes
Senior Vice President, Chief Financial Officer and Treasurer
Adrian Helfert
SVP & Chief Investment Officer, Multi-Asset
Jill Meyer
SVP & Director, Fiduciary Services
Karla Dominguez
SVP, Private Wealth Advisor
Chris Hartman
VP & Portfolio Manager
Scott Barnard
VP & Portfolio Manager
Greg Casamayor
VP & Private Wealth Advisor
Jason Caras
VP & Private Wealth Advisor
Chris Rowell
VP & Private Wealth Advisor
John Gorrell
VP & Senior External Wholesaler

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