Westwood Holdings Group, Inc. (WHG)
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Learn moreKey Executives
| Name | Title | Pay | Exercised | Year Born |
|---|---|---|---|---|
|
Mr. Brian O'Connor Casey CFP
|
CEO & Director | 1.88M | -- | 1963 |
|
Mr. Fabian Gomez
|
President & COO | 1.09M | -- | -- |
|
Mr. David Linton
|
MD & Head of Distribution | 878.04k | -- | -- |
|
Ms. Susan Montgomery Byrne
|
Founder & Director Emerita | 165.03k | -- | 1947 |
|
Mr. Murray Forbes III, CPA
|
MD, CFO & Treasurer | 434.98k | -- | 1978 |
|
Ms. Kellie R. Stark CFA, F.R.M.
|
Executive Vice President of Client Service & Marketing | -- | -- | -- |
|
Mr. William Ralph Hardcastle Jr., CFA
|
Managing Director of Strategic Planning & Program Management | 453.6k | -- | 1968 |
|
Mr. Todd L. Williams C.F.A.
|
Senior VP & Director of Equity Research, Portfolio Manager and Research Analyst | -- | -- | -- |
|
Mr. Corey Henegar CFA
|
Senior VP, Portfolio Manager & Senior Research Analyst | -- | -- | -- |
|
Mr. Jonathan S. Dale
|
Director & Head of Product Solutions | -- | -- | -- |
Westwood Holdings Group, Inc.
- Sector:
- Financial Services
- Industry: Asset Management
- Full Time Employees:
- 148
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
Upcoming Events
November 5, 2026 at 9:00 PM UTC
Westwood Holdings Group, Inc. Earnings Date
December 1, 2026 at 12:00 AM UTC
Ex-Dividend Date
Recent Events
October 1, 2026 at 12:00 AM UTC
Dividend Date
August 24, 2026 at 12:00 AM UTC
N-PX: Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
