Casey Cass
Portfolio Manager-Equities at Barrow, Hanley, Mewhinney & Strauss LLC
Profile
Mr. Casey Cass, CFA, is a Director & Client Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC.
Mr. Cass joined Barrow Hanley in 2022 from Westwood Holdings Group, where he served as a client portfolio manager and head of institutional product management.
He has over 18Years of Industry Experience.
Prior to his tenure at Westwood, Mr. Cass spent more than a decade focused on the investment management business, including both research and sales roles.
He received a BBA in Finance with honors, as well as an MBA from the Cox School of Business at Southern Methodist University, and is a CFA charterholder.
Casey Cass active positions
| Companies | Position | Start |
|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
 Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Portfolio Manager-Equities | 01/03/2022 |
Former positions of Casey Cass
| Companies | Position | End |
|---|---|---|
Brazos Capital Management
 Brazos Capital Management Investment ManagersFinance Founded in 1983, Brazos Capital Management, formerly John McStay Investment Counsel, is a registered investment advisor located in Dallas, Texas with an additional office in New York City. The firm is a subsidiary of AIG Global Investment Corp. and their ultimate parent is American International Group, Inc. (NYSE: AIG). The firm manages the Brazos Mutual Funds and provides a variety of domestic equity, growth-oriented investment services to institutional investors. | Analyst-Equity | 31/01/2009 |
| ZIX CORPORATION | Corporate Officer/Principal | 31/05/2005 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | 31/08/2004 |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Institutional Sales | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Private companies | 4 |
|---|---|
Brazos Capital Management
Brazos Capital Management Investment ManagersFinance Founded in 1983, Brazos Capital Management, formerly John McStay Investment Counsel, is a registered investment advisor located in Dallas, Texas with an additional office in New York City. The firm is a subsidiary of AIG Global Investment Corp. and their ultimate parent is American International Group, Inc. (NYSE: AIG). The firm manages the Brazos Mutual Funds and provides a variety of domestic equity, growth-oriented investment services to institutional investors. | Finance |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
Zix Corp.
 Zix Corp. Packaged SoftwareTechnology Services Zix Corp. engages in the provision of an email encryption and security solutions. It offers Secure Cloud, a suite of productivity, security, and compliance solutions. Its products include ZixEncrypt, ZixProtech, ZixMail, ZixArchive, and ZixOne. The firm serves the financial services, healthcare, legal, real estate and title, government, information technology, and manufacturing industries. The company was founded in 1988 and is headquartered in Dallas, TX. | Technology Services |
Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Finance |
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