Westwood Group company info

What does Westwood Group do?
Westwood (NYSE:WHG) is a professional asset management firm dedicated to offering a range of investment solutions across equity, fixed income, and multi-asset strategies. Striving to serve both institutional and individual clients, Westwood focuses on achieving long-term financial success and providing exceptional client service. The firm emphasizes research-driven, active management approaches aiming to deliver superior risk-adjusted returns. Westwood’s projects span a variety of market sectors and geographies, aiming to cater to a diverse client base with varying investment objectives. With a strong commitment to integrity, transparency, and performance, Westwood aspires to be a trusted partner in helping its clients meet their financial goals.
Westwood Group company media
Company Snapshot

Is Westwood Group a public or private company?

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Ownership
Public

How many people does Westwood Group employ?

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Employees
145

What sector is Westwood Group in?

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Sector
Financials

Where is the head office for Westwood Group?

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Head Office
Dallas, United States

What year was Westwood Group founded?

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Year Founded
1983
What does Westwood Group specialise in?
/Investment Management /Advisory Services /Equity Strategies /Fixed Income /Portfolio Management /Institutional Investing

What are the products and/or services of Westwood Group?

Overview of Westwood Group offerings
Investment Management services for institutions, private wealth, and individuals, focusing on U.S. and global equity and fixed income markets.
Westwood Funds, a family of mutual funds designed to address the varied investment goals and risk management needs of investors.
Advisory Solutions offering customized investment advisory services including asset allocation, portfolio construction, and investment oversight.
Performance Analytics services providing comprehensive analysis and reporting for portfolio performance, attributions, and benchmark comparisons.
Sustainable and Responsible Investing (SRI) strategies that integrate ESG (Environmental, Social, Governance) factors into investment processes.
Income Opportunity strategies aimed at investors seeking income generation from their investments with a focus on high dividend yields.

Who is in the executive team of Westwood Group?

Westwood Group leadership team
  • Ms. Susan Byrne Montgomery
    Ms. Susan Byrne Montgomery
    Founder & Vice Chairman of the Board
  • Mr. Fabian  Gomez
    Mr. Fabian Gomez
    President & COO
  • Ms. Leah Rebecca Bennett C.F.A.
    Ms. Leah Rebecca Bennett C.F.A.
    President of Westwood Wealth Management
  • Mr. Murray  Forbes III, CPA
    Mr. Murray Forbes III, CPA
    Senior VP, CFO & Treasurer
  • Ms. Kellie R. Stark CFA, F.R.M.
    Ms. Kellie R. Stark CFA, F.R.M.
    Executive Vice President of Client Service & Marketing
  • Mr. Todd L. Williams C.F.A.
    Mr. Todd L. Williams C.F.A.
    Senior VP & Director of Equity Research
  • Mr. Kenneth R. Nostro
    Mr. Kenneth R. Nostro
    Senior VP & Head of Client Relations
  • Mr. Prashant  Inamdar C.F.A.
    Mr. Prashant Inamdar C.F.A.
    Senior VP, Portfolio Manager & Senior Research Analyst