|Mr. Brian O'Connor Casey CFP, CFP||CEO & Director||1.7M||N/A||1963|
|Ms. Susan Byrne Montgomery||Founder & Vice Chairman||164.05k||N/A||1947|
|Mr. Fabian Gomez||Pres||575.21k||N/A||N/A|
|Mr. Murray Forbes III, CPA||Sr. VP, CFO & Treasurer||434.98k||N/A||1979|
|Ms. Julie Kramer Gerron C.F.A., CFA, J.D.||Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec.||473.65k||N/A||1968|
|Mr. Steven William Paddon||Head of Institutional & Marketing Services||732.82k||N/A||1961|
|Mr. John Porter Montgomery||Chief Operating Officer||N/A||N/A||N/A|
|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|
|Ms. Leah Rebecca Bennett C.F.A., CFA||Pres of Westwood Wealth Management||N/A||N/A||N/A|
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.’s ISS governance QualityScore as of 1 October 2022 is 4. The pillar scores are Audit: 6; Board: 7; Shareholder rights: 3; Compensation: 5.