Profile
Mark Richard Freeman is currently Director at Capital for Kids, Trustee at Millsaps College, Member of the American Economic Association, Member of the CFA Institute, Executive Vice President & CIO at Westwood Trust Co. since 1999, and Member of the CFA Society of Dallas-Fort Worth, Inc. Former roles include Fixed Income Strategist at The First American Corp.
(California), Vice President & Portfolio Manager at GAMCO Asset Management, Inc., EVP, CIO & Senior Portfolio Manager at Westwood Management Corp.
(Texas) from 1999 to 2019, Chief Investment Officer & Executive VP at Westwood Holdings Group, Inc. from 2012 to 2019, Principal at KPMG LLP, and Secretary at Millennium Minerals Pty Ltd. from 2007 to 2009.
Education includes graduate studies at Louisiana State University and undergraduate studies at Millsaps College.
Mark Freeman active positions
| Companies | Position | Start |
|---|---|---|
Millsaps College
Millsaps College Other Consumer ServicesConsumer Services Functions as a College/University | Director/Board Member | - |
American Economic Association
American Economic Association Miscellaneous Commercial ServicesCommercial Services Operates as a learned society in the field of economics | Corporate Officer/Principal | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal | - |
Capital for Kids
Capital for Kids Investment Trusts/Mutual FundsMiscellaneous The non-profit company is based in Dallas, TX. Capital for Kids is a volunteer-driven organization primarily composed of investment management professionals dedicated to improving the lives of at-risk children aged 0–17 who face poverty, abuse, neglect, or foster care placement. The organization raises funds and provides grants to local 501(c)(3) nonprofits serving Dallas, Tarrant, and Collin counties. These grants support programs that provide immediate safety nets or work to break the cycle of adversity through education, mentoring, leadership, and critical services. Capital for Kids partners with various nonprofits, facilitating volunteer engagement opportunities such as tutoring, mentoring, meal service, and supply drives, and supports foster families and ongoing community involvement through events, sponsorships, and donations. Capital for Kids was founded in 2005. | Director/Board Member | - |
Westwood Trust Co.
Westwood Trust Co. Investment ManagersFinance Provides investment advice | Chief Investment Officer | 01/01/1999 |
Former positions of Mark Freeman
| Companies | Position | End |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Chief Investment Officer | 08/03/2019 |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood specializes in distinct investment capabilities: US Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. The firm combines bottom-up, fundamental security selection and top-down macroeconomic views to achieve an optimal risk-adjusted outcome for their investors. | Chief Investment Officer | 01/03/2019 |
| MILLENNIUM MINERALS LIMITED | Corporate Secretary | 11/02/2009 |
| ░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
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Training of Mark Freeman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
The First American Corp. (California)
The First American Corp. (California) Specialty InsuranceFinance Provides title insurance and real estate related services | Finance |
GAMCO Asset Management, Inc.
GAMCO Asset Management, Inc. Investment ManagersFinance GAMCO employs a research-driven value approach to equity investing (known as Private Market Value with a Catalyst™). The firm’s value team believes mispriced companies with strong businesses and the presence of a catalyst to surface value led to investment opportunities through fundamental research and bottom-up stock selection. GAMCO is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Finance |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood specializes in distinct investment capabilities: US Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. The firm combines bottom-up, fundamental security selection and top-down macroeconomic views to achieve an optimal risk-adjusted outcome for their investors. | Finance |
Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc. Investment ManagersFinance Operates as a holding company though its subsidiaries provides investment and wealth management services | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
Millennium Minerals Pty Ltd.
Millennium Minerals Pty Ltd. Precious MetalsNon-Energy Minerals Develops gold and mineral projects | Non-Energy Minerals |
Louisiana State University
Louisiana State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Millsaps College
Millsaps College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Economic Association
American Economic Association Miscellaneous Commercial ServicesCommercial Services Operates as a learned society in the field of economics | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Westwood Trust Co.
Westwood Trust Co. Investment ManagersFinance Provides investment advice | Finance |
CFA Society of Dallas-Fort Worth, Inc. | |
Capital for Kids
Capital for Kids Investment Trusts/Mutual FundsMiscellaneous The non-profit company is based in Dallas, TX. Capital for Kids is a volunteer-driven organization primarily composed of investment management professionals dedicated to improving the lives of at-risk children aged 0–17 who face poverty, abuse, neglect, or foster care placement. The organization raises funds and provides grants to local 501(c)(3) nonprofits serving Dallas, Tarrant, and Collin counties. These grants support programs that provide immediate safety nets or work to break the cycle of adversity through education, mentoring, leadership, and critical services. Capital for Kids partners with various nonprofits, facilitating volunteer engagement opportunities such as tutoring, mentoring, meal service, and supply drives, and supports foster families and ongoing community involvement through events, sponsorships, and donations. Capital for Kids was founded in 2005. | Miscellaneous |
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