Westwood Holdings Group, Inc. — Company profile
Financials · Asset Management · United States
Overview · Financial statements · Key statistics · Dividends · Company profile · Price history · Reports
Company profile
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Details
| Name | Westwood Holdings Group, Inc. |
| Sector | Financials |
| Industry | Asset Management |
| Employees | 148 |
| Founded | 1983 |
| Ipo Date | 2002-06-13 |
| Ceo | Brian Casey |
| Country | United States |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| Isin | US9617651040 |
| Cusip | 961765104 |
| Cik | 0001165002 |
| Sic | 6282 |
| Stock Type | Common Stock |
Key executives
| Name | Title |
|---|---|
| Brian O'Connor Casey CFP | Chief Executive Officer and Director |
| Fabian Gomez | President and Chief Operating Officer |
| David Linton | MD and Head of Distribution |
| Susan Montgomery Byrne | Founder and Director Emerita |
| Murray Forbes III, CPA | MD, Chief Financial Officer and Treasurer |
| Kellie R. Stark CFA, F.R.M. | Executive Vice President of Client Service and Marketing |
| William Ralph Hardcastle Jr., CFA | Managing Director of Strategic Planning and Program Management |
| Todd L. Williams C.F.A. | Senior Vice President and Director of Equity Research, Portfolio Manager and Research Analyst |
| Corey Henegar CFA | Senior Vice President, Portfolio Manager and Senior Research Analyst |
| Jonathan S. Dale | Director and Head of Product Solutions |
Contact
| Address | 200 Crescent Court, Suite 1200, Dallas, Texas 75201, United States |
| Phone | 214 756 6900 |
| Website | https://www.westwoodgroup.com |