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Westwood Holdings Group, Inc.
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Westwood Holdings Group (WHG) Company Profile

Complete business overview, executive team, trading details, and corporate information.

Westwood Holdings Group, Inc.
WHGNYSEFinancialsAsset Management

About Westwood Holdings Group

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.

Company Information

CEOBrian Casey
Founded1983
IPO DateJune 13, 2002
Employees151
CountryUnited States
Fiscal YearJanuary - December

Stock Details

ExchangeNYSE (NYSE)
CurrencyUSD - USD
TypeStock
SubtypeCommon Stock

Contact Information

Phone214 756 6900
Address
200 Crescent Court, Suite 1200 Dallas, Texas 75201 United States

Corporate Identifiers

CIK0001165002
CUSIP961765104
ISINUS9617651040
EIN75-2969997
SIC6282

Leadership Team & Key Executives

Brian O'Connor Casey CFP
Chief Executive Officer
Fabian Gomez
President and Chief Operating Officer
Susan Montgomery Byrne
Founder and Director Emerita
Murray Forbes III, CPA
MD and Chief Financial Officer
Adrian Helfert
Senior Vice President, CIO, Wealth, Alternative and Multi-Asset Portfolios
Kellie R. Stark CFA, F.R.M.
Executive Vice President of Client Service and Marketing
Peter McCarthy C.F.A.
Director and Head of Institutional Sales
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