Westwood Holdings Group, Inc. (WHG)

12.68 -0.09 (-0.70%) As of 01:41PM EDT. Market open.

Westwood Holdings Group, Inc.

200 Crescent Court
Suite 1200
Dallas, TX 75201
United States
214-756-6900
https://www.westwoodgroup.com

Sector(s): Financial Services
Industry: Asset Management
Full-time employees: 145

Key executives

Name	Title	Pay	Exercised	Year born
Mr. Brian O'Connor Casey CFP	CEO & Director	1.44M	N/A	1963
Ms. Susan Byrne Montgomery	Founder & Vice Chairman of the Board	165.03k	N/A	1947
Mr. Fabian Gomez	President & COO	664.68k	N/A	N/A
Ms. Leah Rebecca Bennett C.F.A.	President of Westwood Wealth Management	667.45k	N/A	1969
Mr. Murray Forbes III, CPA	Senior VP, CFO & Treasurer	434.98k	N/A	1978
Ms. Kellie R. Stark CFA, F.R.M.	Executive Vice President of Client Service & Marketing	N/A	N/A	N/A
Mr. Todd L. Williams C.F.A.	Senior VP & Director of Equity Research	N/A	N/A	N/A
Mr. Kenneth R. Nostro	Senior VP & Head of Client Relations	N/A	N/A	N/A
Mr. Prashant Inamdar C.F.A.	Senior VP, Portfolio Manager & Senior Research Analyst	N/A	N/A	N/A
Ms. Melissa W. McMillian	Senior VP & Private Wealth Advisor	N/A	N/A	N/A

Amounts are as of 31 December 2023, and compensation values are for the last fiscal year ending on that date. Pay includes salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.

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

Westwood Holdings Group, Inc.’s ISS governance QualityScore as of 29 April 2024 is 3. The pillar scores are Audit: 5; Board: 3; Shareholder rights: 2; Compensation: 6.

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 10 indicates higher governance risk.