
About Westwood Group
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.
Snapshot
Operations
Products and/or services of Westwood Group
- 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.
Westwood Group executive team
- Mr. Brian O'Connor Casey CFPCEO & Director
- Mr. Fabian GomezPresident & COO
- Ms. Susan Montgomery ByrneFounder & Vice Chairman of the Board
- Mr. Francis T. MullenSenior Investment Manager & Director
- Ms. Kellie R. Stark CFA, F.R.M.Executive Vice President of Client Service & Marketing
- Mr. Todd L. Williams C.F.A.Senior VP & Director of Equity Research, Portfolio Manager and Research Analyst
- Mr. Corey Henegar CFASenior VP, Portfolio Manager & Senior Research Analyst
- Mr. Jonathan S. DaleHead of Product Solutions & Director
- Mr. Kenneth R. NostroHead of Client Relations & Director
- Mr. Prashant Inamdar C.F.A.Senior VP, Portfolio Manager & Senior Research Analyst