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 t...
Leadership
Brian O'Connor Casey CFP
CEO & Director
Fabian Gomez
President & COO
David Linton
MD & Head of Distribution
Susan Montgomery ByrneFounder
Founder & Director Emerita
Murray Forbes III, CPA
MD, CFO & Treasurer
Kellie R. Stark CFA, F.R.M.
Executive Vice President of Client Service & Marketing
William Ralph Hardcastle Jr., CFA
Managing Director of Strategic Planning & Program Management
Todd L. Williams C.F.A.
Senior VP & Director of Equity Research, Portfolio Manager and Research Analyst
Corey Henegar CFA
Senior VP, Portfolio Manager & Senior Research Analyst
