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Westwood Holdings Group, Inc. (WHG)

NYSE - NYSE Delayed price. Currency in USD
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11.76-0.95 (-7.47%)
At close: 04:00PM EST
11.76 -0.18 (-1.51%)
After hours: 04:00PM EST

Westwood Holdings Group, Inc.

200 Crescent Court
Suite 1200
Dallas, TX 75201
United States

Sector(s)Financial Services
IndustryAsset Management
Full-time employees130

Key executives

NameTitlePayExercisedYear born
Mr. Brian O'Connor Casey CFP, CFPCEO & Director1.7MN/A1963
Ms. Susan Byrne MontgomeryFounder & Vice Chairman164.05kN/A1947
Mr. Fabian GomezPres575.21kN/AN/A
Mr. Murray Forbes III, CPASr. VP, CFO & Treasurer434.98kN/A1979
Ms. Julie Kramer Gerron C.F.A., CFA, J.D.Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec.473.65kN/A1968
Mr. Steven William PaddonHead of Institutional & Marketing Services732.82kN/A1961
Mr. John Porter MontgomeryChief Operating OfficerN/AN/AN/A
Ms. Kellie R. Stark CFA, F.R.M.Exec. VP of Client Service & MarketingN/AN/AN/A
Mr. Todd L. Williams C.F.A., CFASr. VP & Director of Equity ResearchN/AN/AN/A
Ms. Leah Rebecca Bennett C.F.A., CFAPres of Westwood Wealth ManagementN/AN/AN/A
Amounts are as of 31 December 2021, 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.


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 October 2022 is 4. The pillar scores are Audit: 6; Board: 7; Shareholder rights: 3; Compensation: 5.

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.