Wealth Advisors and Consultants

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.