Daniel Pinard
Portfolio Manager-Equities at Westwood Advisors LLC
Daniel Pinard active positions
| Companies | Position | Start | End |
|---|---|---|---|
Westwood Advisors LLC
 Westwood Advisors LLC Investment ManagersFinance Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries. | Portfolio Manager-Equities | 01/04/2015 | - |
Career history of Daniel Pinard
Former positions of Daniel Pinard
| Companies | Position | Start | End |
|---|---|---|---|
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Analyst-Equity | 01/08/2013 | 01/04/2015 |
| Portfolio Manager-Equities | 01/08/2013 | 01/04/2015 | |
| Cougar Investment Fund LLC | Corporate Officer/Principal | 31/07/2013 | 31/07/2013 |
Training of Daniel Pinard
| University of Houston | Masters Business Admin |
| Texas A&M University | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Finance |
| Cougar Investment Fund LLC | Miscellaneous |
Westwood Advisors LLC
Westwood Advisors LLC Investment ManagersFinance Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries. | Finance |
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