Westwood Holdings Group, Inc. Announces Executive Changes
March 21, 2019 at 01:56 am IST
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Westwood Holdings Group, Inc. announced that Adrian Helfert, Senior Vice President and Director of Multi-Asset Portfolios, who joined Westwood in January to replace Mark Freeman, has been added to the Income Opportunity portfolio team. As the head of Multi-Asset and Income Portfolios team, Mr. Helfert will lead Westwood’s efforts to expand Multi-Asset franchise across the continuum of absolute return, outcome-oriented and global total return. Another member of Westwood’s expanded multi-asset franchise, David Clott, CFA, Senior Vice President and Senior Portfolio Manager, has also joined the Westwood’s Income Opportunity portfolio team. Mr. Clott, who has been with the firm since 2014 and manages over $1.5B, will bring portfolio management experience in asymmetric risk management, strategic convertibles and absolute return. Todd Williams, CFA, will continue to support Income Opportunity and all of Westwood’s U.S. Value Equity strategies, in his role as Senior Vice President and Director of Equity Research. Dan Barnes, CFA, will no longer be supporting the Income Opportunity team. Mr. Helfert will replace Dan Barnes on Low Volatility Equity team, joining David Clott, Matt Lockridge, Senior Vice-President and Co-Director of Equity Portfolios, and Shawn Mato, CFA, Senior Vice President and Senior Portfolio Manager.
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.
WESTWOOD HOLDINGS GROUP, INC. 
