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Westwood Holdings Group, Inc. (WHG)

NYSE - NYSE Delayed Price. Currency in USD
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17.00-0.48 (-2.75%)
At close: 4:00PM EST

Westwood Holdings Group, Inc.

200 Crescent Court
Suite 1200
Dallas, TX 75201
United States

Sector(s)Financial Services
IndustryCapital Markets
Full Time Employees

Key Executives

NameTitlePayExercisedYear Born
Mr. Brian O'Connor Casey CFP, CFPPres, CEO & Director666.8kN/A1963
Ms. Susan Montgomery ByrneFounder & Vice Chairman305.65kN/A1947
Mr. Murray Forbes III, CPASr. VP, CFO & Treasurer378.8kN/A1978
Mr. Fabian GomezSr. VP & COO476.8kN/AN/A
Ms. Julie Kramer Gerron CFA, J.D.Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec.441.8kN/A1968
Mr. Steven William PaddonSr. VP & Head of Distribution462.63kN/A1961
Ms. Kellie R. Stark CFAExec. VP of Client Service & MarketingN/AN/AN/A
Mr. Todd L. Williams C.F.A., CFASr. VP & Director of Equity ResearchN/AN/AN/A
Mr. Shawn J. Mato CFASr. VP & Sr. Portfolio Mang.N/AN/AN/A
Mr. Kenneth R. NostroSr. VP of Institutional Sales & Client ServiceN/AN/AN/A
Amounts are as of December 31, 2019 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 December 2, 2020 is 8. The pillar scores are Audit: 1; Board: 7; Shareholder Rights: 6; Compensation: 10.

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.