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.

Investment Management

Westwood Holdings

Westwood Holdings' headquarters in Dallas, TX, United States

Brian O. Casey

Richard P. Damico

Mark R. Freeman

Tim R.

Beth Obear

Sheana Suek

Francis T. Mullen

Adrian Helfert

Terry Forbes

Susan M. Byrne

Randy Bowman

Ellen H. Masterson

Geoffrey R. Norman

The Leadership Team at Westwood Holdings is responsible for setting the strategic direction and vision of the firm, ensuring alignment across investment management and wealth management practices. Comprising key executives with expertise in multi-asset investments, fiduciary services, and client relations, this team cultivates high-conviction strategies while maintaining a focus on delivering exceptional value to institutional investors and private wealth clients. Their collaborative efforts drive innovation, governance, and operational excellence throughout the organization.

Leadership Team

The Wealth Advisors and Consultants team at Westwood Holdings specializes in providing personalized investment management and wealth management solutions. They work closely with institutional investors, private wealth clients, and financial intermediaries to deliver high-conviction equity and outcome-oriented strategies. The team consists of senior advisors, consultants, and executives who leverage their expertise to tailor financial plans and investment strategies that align with clients' unique financial goals and objectives.

Wealth Advisors and Consultants

The Portfolio Management Team at Westwood Holdings is responsible for developing and executing investment strategies tailored to their clients' financial goals. They manage a variety of portfolios, focusing on high-conviction equity and outcome-oriented solutions for institutional investors, private wealth clients, and financial intermediaries. This team also conducts extensive research and analysis to guide asset allocation and investment decisions, ensuring optimized performance and risk management.

Portfolio Management Team

The Directors and Vice Presidents team at Westwood Holdings Group, Inc. is responsible for strategic decision-making, overseeing key business units, managing risk and performance analytics, and maintaining fiduciary services. They ensure operational excellence in wealth management and drive human capital initiatives to support the firm's growth and client satisfaction.

Directors and Vice Presidents

The Research and Analysis Team at Westwood Holdings is responsible for conducting in-depth market research and financial analysis to inform investment strategies. They evaluate market trends, perform quantitative analysis, and provide data-driven insights essential for developing high-conviction equity and outcome-oriented solutions for the firm's institutional investors, private wealth clients, and financial intermediaries.

Westwood Holdings

Org chart

Board & advisors

Teams

Leadership Team

Wealth Advisors and Consultants

Portfolio Management Team

Directors and Vice Presidents

Research and Analysis Team

Offices

Westwood Holdings

Org chart

Board & advisors

Teams

Leadership Team

Wealth Advisors and Consultants

Portfolio Management Team

Directors and Vice Presidents

Research and Analysis Team

Offices

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