Westwood Holdings Group, Inc. (WHG)

10.07 +0.12 (+1.21%) At close: 04:00PM EDT

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: 152

Key executives

Name	Title	Pay	Exercised	Year born
Mr. Brian O'Connor Casey CFP, CFP	CEO & Director	1.05M	N/A	1963
Mr. Fabian Gomez	Pres & COO	566.22k	N/A	N/A
Ms. Leah Rebecca Bennett C.F.A., CFA	Pres of Westwood Wealth Management	469.19k	N/A	1969
Mr. Murray Forbes III, CPA	Sr. VP, CFO & Treasurer	N/A	N/A	1979
Ms. Kellie R. Stark CFA, F.R.M.	Exec. VP of Client Service & Marketing	N/A	N/A	N/A
Mr. Todd L. Williams C.F.A., CFA	Sr. VP & Director of Equity Research	N/A	N/A	N/A
Mr. Kenneth R. Nostro	Sr. VP & Head of Client Relations	N/A	N/A	N/A
Mr. Prashant Inamdar C.F.A., CFA	Sr. VP, Portfolio Mang. & Sr. Research Analyst	N/A	N/A	N/A
Ms. Melissa W. McMillian	Sr. VP & Private Wealth Advisor	N/A	N/A	N/A
Ms. Susan Wedelich J.D.	Sr. VP & Private Wealth Advisor	N/A	N/A	N/A

Amounts are as of 31 December 2022, 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.

Corporate governance

Westwood Holdings Group, Inc.’s ISS governance QualityScore as of 1 September 2023 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.