Westwood Holdings Group, Inc. (WHG)
Key Executives
| Name | Title | Pay | Exercised | Year Born |
|---|---|---|---|---|
| Mr. Brian O'Connor Casey CFP | CEO & Director | 1.44M | -- | 1963 |
| Ms. Susan Byrne Montgomery | Founder & Vice Chairman of the Board | 165.03k | -- | 1947 |
| Mr. Fabian Gomez | President & COO | 664.68k | -- | -- |
| Ms. Leah Rebecca Bennett C.F.A. | President of Westwood Wealth Management | 667.45k | -- | 1969 |
| Mr. Murray Forbes III, CPA | Senior VP, CFO & Treasurer | 434.98k | -- | 1978 |
| Ms. Kellie R. Stark CFA, F.R.M. | Executive Vice President of Client Service & Marketing | -- | -- | -- |
| Mr. Todd L. Williams C.F.A. | Senior VP & Director of Equity Research | -- | -- | -- |
| Mr. Kenneth R. Nostro | Senior VP & Head of Client Relations | -- | -- | -- |
| Mr. Prashant Inamdar C.F.A. | Senior VP, Portfolio Manager & Senior Research Analyst | -- | -- | -- |
| Ms. Melissa W. McMillian | Senior VP & Private Wealth Advisor | -- | -- | -- |
Westwood Holdings Group, Inc.
- Sector:
- Financial Services
- Industry: Asset Management
- Full Time Employees:
- 145
Description
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. Westwood Holdings Group, Inc. operates as a subsidiary of WHG GP Holdco, LLP.
Corporate Governance
Recent Events
- Apr 03, 2024Dividend Date
- Mar 26, 2024DEF 14A: Proxy StatementsSee Full Filing
- Mar 07, 202410-K: Periodic Financial ReportsSee Full Filing
- Feb 29, 2024Ex-Dividend Date
- Feb 21, 2024S-8: Offering RegistrationsSee Full Filing