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.
Adrian Helfert
SVP & Chief Investment Officer...
Brian O. Casey
CEO
Chris Hartman
VP & Portfolio Manager
Jill Meyer
SVP & Director, Fiduciary Serv...
John Gorrell
VP & Senior External Wholesale...
Mark R. Freeman
Executive Vice President, Chie...
Scott Barnard
VP & Portfolio Manager
Sean Clark
SVP & Head of Consultant Relat...
Susan M. Byrne
Founder & Vice Chairman
Terry Forbes
Senior Vice President, Chief F...
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