Westwood Holdings
Greg Casamayor is currently the VP & Private Wealth Advisor at Westwood Holdings. Greg has over 18 years of experience in the financial industry. Prior to joining Westwood, they were a Senior Wealth Planner at Merrill Lynch for 13 years. Before that, they were a Financial Advisor at UBS for 5 years. Greg has a Bachelor's degree in Business Administration from the University of Arizona.
Greg Casamayor earned their Bachelors in Economics from the University of Houston. Greg is certified from the College for Financial Planning in AAMS and the Texas Dept Of Insurance in Group 1 Insurance License. Greg is also FINRA certified in Series 66 and Series 7.
Greg Casamayor reports to Brian O. Casey, CEO. They work with Mark R. Freeman - Executive Vice President, Chief Investment Officer, Senior Portfolio Manager, Jason Caras - VP & Private Wealth Advisor, and Jill Meyer - SVP & Director, Fiduciary Services.
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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.