Company 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.
| Country | United States |
| Founded | 1983 |
| IPO Date | Jun 13, 2002 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 145 |
| CEO | Brian O'Connor Casey CFP |
Contact Details
Address: 200 Crescent Court, Suite 1200 Dallas, Texas 75201 United States | |
| Phone | (214) 756-6900 |
| Website | westwoodgroup.com |
Stock Details
| Ticker Symbol | WHG |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001165002 |
| CUSIP Number | 961765104 |
| ISIN Number | US9617651040 |
| Employer ID | 75-2969997 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Susan Byrne Montgomery | Founder and Vice Chairman of the Board |
| Fabian Gomez | President and Chief Operating Officer |
| Leah Rebecca Bennett C.F.A. | President of Westwood Wealth Management |
| Murray Forbes III, CPA | Senior Vice President, Chief Financial Officer and Treasurer |
| Kellie R. Stark CFA, F.R.M. | Executive Vice President of Client Service and Marketing |
| Todd L. Williams C.F.A. | Senior Vice President and Director of Equity Research |
| Kenneth R. Nostro | Senior Vice President and Head of Client Relations |
| Prashant Inamdar C.F.A. | Senior Vice President, Portfolio Manager and Senior Research Analyst |
| Melissa W. McMillian | Senior Vice President and Private Wealth Advisor |
| Susan Wedelich J.D. | Senior Vice President and Private Wealth Advisor |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 26, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 15, 2024 | PRE 14A | Other preliminary proxy statements |
| Mar 7, 2024 | 10-K | Annual Report |
| Mar 6, 2024 | 144 | Filing |
| Feb 21, 2024 | S-8 | Securities to be offered to employees in employee benefit plans |
| Feb 14, 2024 | 8-K | Current Report |
| Feb 14, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 13, 2024 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Feb 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Jan 12, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |