Governance Westwood Holdings Group, Inc.

WHG

US9617651040

Investment Management & Fund Operators

Market Closed - Nyse Other stock markets 01:30:02 14/06/2025 am IST			5-day change	1st Jan Change
15.29 ^USD	-0.91%		-0.20%	+5.38%

03/06	Westwood Holdings Group Appoints Jan Ryan to Its Board of Directors, Effective May 30, 2025	CI
13/05	Westwood reaches stake of 9.50% in Brazil's Azzas 2154	RE

Executive Committee: Westwood Holdings Group, Inc.

Manager

Positions heldSince

Brian Casey

61 year

Chief Executive Officer

01/01/2006

Fabian Gomez

59 year

Chief Operating Officer	01/02/2016
President	25/05/2022

Murray Forbes

47 year

Director of Finance/CFO	31/10/2018
Investor Relations Contact	-
Treasurer	31/10/2018

Adrian Helfert

Chief Investment Officer

28/01/2019

John Ehinger

51 year

Compliance Officer	01/04/2023
General Counsel	01/04/2023

Composition of the Board of Directors: Westwood Holdings Group, Inc.

Director

CommitteesSince

Randy Bowman

61 year

Chairman	09/05/2025
Independent Dir/Board Member	03/05/2021

Ellen Masterson

74 year

Compensation Committee
Governance Committee	01/05/2015
Nominating Committee	01/05/2015
Audit Committee Chair	22/05/2020
Finance Committee Chair	22/05/2020
Audit Committee	01/11/2018
Finance Committee	01/11/2018

Geoffrey Norman

81 year

Audit Committee	01/04/2007
Governance Committee	01/04/2007
Nominating Committee	01/04/2007
Compensation Committee Chair	01/04/2007

Katherine Murray

63 year

Audit Committee

01/01/2022

Hale Hoak

50 year

Director/Board Member	05/03/2025
Independent Dir/Board Member	05/03/2025

Brian Casey

61 year

Director/Board Member

12/12/2001

Susan Byrne

78 year

Director/Board Member

12/12/2001

Latest Appointments: Westwood Holdings Group, Inc.

Westwood Holdings Group Appoints Jan Ryan to Its Board of Directors, Effective May 30, 2025	03/06	CI
Westwood Holdings Group, Inc. Announces Board Changes	09/05	CI
Westwood Holdings Names Randy Bowman Chairman	09/05	MT
Westwood Holdings Group, Inc. Names Hale Hoak and Katherine Murray to Board of Directors	06/03	CI
Westwood Appoints Chris Doran as Head of ETF Distribution & National Accounts	12/24/12	CI
Chase Corporation Announces Executive Changes	09/24/09	CI
Westwood Holdings Group, Inc. Announces Appointment of Michael Kovacs as Senior Solutions Portfolio Manager	26/24/26	CI

More news

Former Officers and Directors: Westwood Holdings Group, Inc.

Insider

Positions held

SinceUntil

Richard Frank

Director/Board Member	07/02/2006	-
Chairman	17/03/2015	30/04/2025
Independent Dir/Board Member	27/09/2011	-

Leah Bennett

Corporate Officer/Principal

01/02/2018

01/12/2024

Harvey Steele

Corporate Officer/Principal

03/12/2018

01/06/2024

J. Montgomery

Chief Operating Officer

01/05/2022

01/09/2023

Julie Gerron

Compliance Officer	01/01/2004	03/04/2023
General Counsel	01/01/2004	03/04/2023
Corporate Secretary	01/01/2004	03/04/2023

Steve W. Paddon

Corporate Officer/Principal	01/01/2019	25/05/2022
Sales & Marketing	25/05/2022	01/04/2023

Raymond Wooldridge

Director/Board Member	12/12/2001	27/04/2022
Independent Dir/Board Member	27/09/2011	27/04/2022

Mark Freeman

Chief Investment Officer

01/02/2012

08/03/2019

Tiffany Kice

Director of Finance/CFO	18/08/2014	31/10/2018
Investor Relations Contact	18/08/2014	31/10/2018
Treasurer	18/08/2014	31/10/2018

Peter F. Pastorelle

Comptroller/Controller/Auditor

30/11/2014

William R. Hardcastle

Director of Finance/CFO	30/04/2014	18/08/2014
Investor Relations Contact	29/09/2011	-

Michael Meadows

Corporate Officer/Principal

07/08/2014

Mark A. Wallace

Comptroller/Controller/Auditor	05/11/2012	28/04/2014
Director of Finance/CFO	08/11/2012	28/04/2014
Investor Relations Contact	05/11/2012	28/04/2014
Public Communications Contact	05/11/2012	28/04/2014

Graham Wong

Corporate Officer/Principal

28/09/2011

02/11/2013

Leslie Sisk

Human Resources Officer

01/11/2013

Jamie Christensen

Sales & Marketing

01/11/2013

Michael Craig Whitten

Comptroller/Controller/Auditor	24/03/2009	12/07/2013
Treasurer	28/09/2011	12/07/2013

Thomas C. Davis

Director/Board Member	01/04/2004	01/01/2013
Independent Dir/Board Member	27/09/2011	01/01/2013

Martin Coughlan

Sales & Marketing

01/04/2013

Mark Sylvester Easterbrook

Chief Tech/Sci/R&D Officer

01/12/2011

Jon L. Mosle

Director/Board Member

01/12/2001

20/04/2011

Martin Weiland

Director/Board Member	01/12/2010	-
Independent Dir/Board Member	27/09/2011	-

Frederick R. Meyer

Director/Board Member

01/12/2001

01/01/2010

Joyce A. Schaer

Sales & Marketing

27/07/2007

Robert McTeer

Director/Board Member	26/07/2007	-
Independent Dir/Board Member	27/09/2011	-

Leonard Riggs

Director/Board Member

01/04/2004

03/02/2006

John D. Vandermosten

Corporate Officer/Principal

28/09/2011

Betsy Wilson

Private Equity Investor

01/06/2000

01/05/2003

Monica Cornwall

Sales & Marketing

28/09/2011

Randall L. Root

Corporate Officer/Principal	28/09/2011	16/06/2014
President	01/12/2001	-

Patricia R. Fraze

Corporate Officer/Principal	01/01/1990	-
Sales & Marketing	29/09/2011	-

Laura Willmann

Comptroller/Controller/Auditor

Jennifer Wallace

General Counsel

Diana K. Vaughn

Comptroller/Controller/Auditor

Benjamin Patterson

Corporate Officer/Principal

Sylvia Ludwig Fry

Compliance Officer	01/01/1997	-
Corporate Officer/Principal	01/01/1997	-

Age distribution of managers

Parity Men Women

Male	10
Female	3

Of which Executive Committee

Male	5
Female	0

Of which Directors

Male	4
Female	3

Revisions

Revenue revisions (1 year)

Revenue revisions (4 months)

Revenue revisions (1 month)

EPS revisions (1 year)

EPS revisions (4 months)

ESG MSCI

Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Companyâs segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Companyâs advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.

Employees

151

Sector

Investment Management & Fund Operators

Calendar

30/07 - Q2 2025 Earnings Release (Projected)

More about the company