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Westwood Holdings

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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.

Industries

Investment Management

Headquarters

Dallas, United States

Employees

Links

Org chart

CEO

Brian O. Casey

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Ricardo L. Cortez

Broadmark CEO, Chief Risk Office & Portfolio Manager

Mark R. Freeman

Executive Vice President, Chief Investment Officer, Senior Portfolio Manager

Senior Vice President, Chief Financial Officer and Treasurer

SVP & Chief Investment Officer, Multi-Asset

President of Real Assets

SVP & Head of Consultant Relations

SVP & Director, Fiduciary Services

Karla Dominguez

SVP, Private Wealth Advisor

SVP, Portfolio Manager

VP & Portfolio Manager

VP & Portfolio Manager

VP & Private Wealth Advisor

VP & Private Wealth Advisor

VP & Senior External Wholesaler

VP, Senior Divisional Consultant

VP, Senior Divisional Consultant

Francis T. Mullen

Broadmark Senior Managing Director

MD & Lead Portfolio Manager, Energy Infrastructure Complex

VP, Research Analyst

MD & Portfolio Manager, Energy Infrastructure Complex

Richard P. Damico

Broadmark CIO, Senior Portfolio Manager

J. Dyer Kennedy

Broadmark Portfolio Manager

Senior Analyst

William Metzler

Investment Analyst

Quantitative Research Analyst

Marianne Carter

Senior Regional Advisor Consultant

Teams

Leadership Team

10 members

Wealth Advisors and Consultants

10 members

Portfolio Management Team

9 members

Directors and Vice Presidents

8 members

Research and Analysis Team

6 members

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