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Brian Casey
Chief Executive Officer at WESTWOOD HOLDINGS GROUP, INC.
Net worth: 8 M $ as of 31/10/2024
Profile
Brian O'Connor Casey's current jobs include being the President & Chief Executive Officer at Westwood Management Corp.
(Texas) since 2005, the Chief Executive Officer & Director at Westwood Holdings Group, Inc. since 2022, the President & Chief Executive Officer at Westwood Trust Co. since 1996, the Chief Executive Officer at Salient Advisors LP, a Director at Tartan, Inc. since 2002, a Member-Governors Business Council at State of Texas since 2006, and a Trustee at The Cooper Institute since 2011.
Mr. Casey's former jobs include being a Director at Baylor Health Care System Foundation, a Director at Texas Scottish Rite Hospital for Children, and a Principal at Russell Investment Management LLC from 1990 to 1992.
Mr. Casey's education includes an undergraduate degree from Trinity University, an MBA from The University of Texas at Dallas, and a graduate degree from the Securities Industry Institute.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 04/03/2024 | 480,214 ( 5.17% ) | 8 M $ | 31/10/2024 |
Latest news about Brian Casey
Brian Casey active positions
| Companies | Position | Start |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Chief Executive Officer | 01/01/2006 |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Chief Executive Officer | 01/10/2005 |
Westwood Trust Co.
 Westwood Trust Co. Investment ManagersFinance Part of Westwood Holdings Group, Inc., Westwood Trust Co. is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 1983. Brian O'Connor Casey has been the CEO of the company since 1992. | Chief Executive Officer | 01/01/1992 |
State of Texas
 State of Texas Province/StateGovernment State of Texas operates as a regional level government authority. It offers vehicle registration renewal, driver records, driver license/ID/renewal/replacement, license to carry a handgun, vital records, and commissary purchase and deposit. The company is headquartered in Austin, TX. | Corporate Officer/Principal | 24/03/2009 |
Tartan, Inc.
 Tartan, Inc. Other Consumer ServicesConsumer Services Tartan Technologies is a company that operates within the software industry, providing various software-related services. The company is based in Neptune, NJ. | Director/Board Member | 17/03/2010 |
The Cooper Institute
 The Cooper Institute Miscellaneous Commercial ServicesCommercial Services The Cooper Institute operates a not for profit organization. It specializes in the scientific research of preventive medicine and public health. The company was founded by Kenneth H. Cooper in 1970 and is headquartered in Dallas, TX. | Director/Board Member | 01/01/2011 |
Salient Advisors LP
 Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Chief Executive Officer | - |
Former positions of Brian Casey
| Companies | Position | End |
|---|---|---|
Baylor Health Care System Foundation
 Baylor Health Care System Foundation Miscellaneous Commercial ServicesCommercial Services Baylor Health Care System Foundation provides community healthcare information services. The non-profit company is based in Dallas, TX. | Director/Board Member | - |
Texas Scottish Rite Hospital for Children
 Texas Scottish Rite Hospital for Children Hospital/Nursing ManagementHealth Services Texas Scottish Rite Hospital for Children provides healthcare services. It offers pediatric orthopedics, dyslexia and other medical services. The company was founded in 1921 and is headquartered in Dallas, TX. | Director/Board Member | - |
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Training of Brian Casey
| Trinity University | Undergraduate Degree |
| The University of Texas at Dallas | Masters Business Admin |
| Securities Industry Institute | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Finance |
| Private companies | 9 |
|---|---|
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Finance |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Finance |
Westwood Trust Co.
Westwood Trust Co. Investment ManagersFinance Part of Westwood Holdings Group, Inc., Westwood Trust Co. is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 1983. Brian O'Connor Casey has been the CEO of the company since 1992. | Finance |
State of Texas
State of Texas Province/StateGovernment State of Texas operates as a regional level government authority. It offers vehicle registration renewal, driver records, driver license/ID/renewal/replacement, license to carry a handgun, vital records, and commissary purchase and deposit. The company is headquartered in Austin, TX. | Government |
Baylor Health Care System Foundation
Baylor Health Care System Foundation Miscellaneous Commercial ServicesCommercial Services Baylor Health Care System Foundation provides community healthcare information services. The non-profit company is based in Dallas, TX. | Commercial Services |
Texas Scottish Rite Hospital for Children
Texas Scottish Rite Hospital for Children Hospital/Nursing ManagementHealth Services Texas Scottish Rite Hospital for Children provides healthcare services. It offers pediatric orthopedics, dyslexia and other medical services. The company was founded in 1921 and is headquartered in Dallas, TX. | Health Services |
Tartan, Inc.
Tartan, Inc. Other Consumer ServicesConsumer Services Tartan Technologies is a company that operates within the software industry, providing various software-related services. The company is based in Neptune, NJ. | Consumer Services |
The Cooper Institute
The Cooper Institute Miscellaneous Commercial ServicesCommercial Services The Cooper Institute operates a not for profit organization. It specializes in the scientific research of preventive medicine and public health. The company was founded by Kenneth H. Cooper in 1970 and is headquartered in Dallas, TX. | Commercial Services |
Salient Advisors LP
Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Finance |
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