WHG - Westwood Holdings Group, Inc.

NYSE - NYSE Delayed Price. Currency in USD

Westwood Holdings Group, Inc.

200 Crescent Court
Suite 1200
Dallas, TX 75201
United States

IndustryAsset Management
Full Time Employees174

Key Executives

Mr. Brian O'Connor Casey CFPChief Exec. Officer, Pres and Director2.03MN/A55
Ms. Susan Montgomery ByrneFounder, Vice Chairman, Consultant, Chairman - Westwood Mgmt and CEO - Westwood MgmtN/AN/A71
Ms. Tiffany B. Kice CPAChief Financial Officer, Sr. VP and Treasurer509.83kN/A50
Mr. Mark Richard Freeman CFAChief Investment Officer, Exec. VP and Sr. Portfolio Mang.2.35MN/A50
Ms. Julie Kramer Gerron CFA, J.D.Sr. VP, Gen. Counsel and Corp. Sec.439kN/A50
Amounts are as of December 31, 2016 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.


Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

Corporate Governance

Westwood Holdings Group, Inc.’s ISS Governance QualityScore as of January 1, 2018 is 3. The pillar scores are Audit: 1; Board: 2; Shareholder Rights: 5; Compensation: 4.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.