Westwood Holdings Group
Industry: Investment management company
DescriptionHeadquarters: Dallas, TX Founded: 1983 Subsidiaries: Westwood Management Corp., Westwood Advisors, LLC, Westwood Trust
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Westwood Holdings Group Employees
Employee
Years
Job
Industry
Graham Wong Graham Wong's Westwood Holdings Group Experience August 2002 - November 2013
Job Equity Portfolio Manager at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management December 2013 - Present
Westwood Holdings Group August 2002 - November 2013
AmeriCredit May 2001 - August 2001
Skills
Securities, Equity Research, Equities, Portfolio Management, Equity Valuation, Financial Modeling, Valuation, Asset Management, Bloomberg, Economics, Asset Allocation, Investment Management, Bloomberg Terminal, Alternative Investments, Capital Markets, Investments, Hedge Funds, Fixed Income, Financial Analysis, Investment Strategies, Financial Markets
Education
Southern Methodist University 2005 — 2010
M.A., Economics
Texas Christian University 1998 — 2002
B.B.A., Finance and Electronic Business
Thrivent Asset Management December 2013 - Present
Westwood Holdings Group August 2002 - November 2013
AmeriCredit May 2001 - August 2001
Skills
Securities, Equity Research, Equities, Portfolio Management, Equity Valuation, Financial Modeling, Valuation, Asset Management, Bloomberg, Economics, Asset Allocation, Investment Management, Bloomberg Terminal, Alternative Investments, Capital Markets, Investments, Hedge Funds, Fixed Income, Financial Analysis, Investment Strategies, Financial Markets
Education
Southern Methodist University 2005 — 2010
M.A., Economics
Texas Christian University 1998 — 2002
B.B.A., Finance and Electronic Business
Benjamin Benita Benjamin Benita's Westwood Holdings Group Experience June 2013 - August 2013
Job Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2014 - Present
Texas A&M University, Zachry Department of Civil Engineering February 2012 - May 2014
Westwood Holdings Group June 2013 - August 2013
NorthPark Management Company May 2012 - August 2012
Education
Texas A&M University 2010 — 2014
B.B.A., Finance
Barclays June 2014 - Present
Texas A&M University, Zachry Department of Civil Engineering February 2012 - May 2014
Westwood Holdings Group June 2013 - August 2013
NorthPark Management Company May 2012 - August 2012
Education
Texas A&M University 2010 — 2014
B.B.A., Finance
Bailey Adams Bailey Adams's Westwood Holdings Group Experience September 2013 - January 2014
Job FullTime Student / Athlete
Industry Marketing and Advertising
Experience
EMS Consulting June 2015 - Present
Westwood Holdings Group September 2013 - January 2014
Puddin's Cafe October 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Fitness, Leadership, Social Media Marketing, Marketing, Facebook, Social Media, Social Networking, PowerPoint, Event Planning
Education
Southern Methodist University 2014 — 2015
Bachelor's, Marketing
Navarro College 2011 — 2013
EMS Consulting June 2015 - Present
Westwood Holdings Group September 2013 - January 2014
Puddin's Cafe October 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Fitness, Leadership, Social Media Marketing, Marketing, Facebook, Social Media, Social Networking, PowerPoint, Event Planning
Education
Southern Methodist University 2014 — 2015
Bachelor's, Marketing
Navarro College 2011 — 2013
Blair Albert Blair Albert's Westwood Holdings Group Experience September 2013 - Present
Job Vice President, Mutual Fund & Managed Account Sales
Industry Investment Management
Experience
Westwood Holdings Group September 2013 - Present
Fidelity Investments April 2008 - September 2013
Morgan Stanley Smith Barney January 2006 - December 2007
Skills
Asset Allocation, Uniform Combined State..., Series 6, Retirement, FINRA, Series 7, Series 66
Education
Lees-McRae College 1996 — 2001
BS, Business Administration
Trinity College, Dublin 1999 — 1999
International Business Program, International Business
Westwood Holdings Group September 2013 - Present
Fidelity Investments April 2008 - September 2013
Morgan Stanley Smith Barney January 2006 - December 2007
Skills
Asset Allocation, Uniform Combined State..., Series 6, Retirement, FINRA, Series 7, Series 66
Education
Lees-McRae College 1996 — 2001
BS, Business Administration
Trinity College, Dublin 1999 — 1999
International Business Program, International Business
Leslie Sisk Leslie Sisk's Westwood Holdings Group Experience November 2013 - August 2015
Job US HR Operations
Industry Human Resources
Experience
Mother Parkers Tea & Coffee August 2015 - Present
Ditto Street February 2013 - Present
Westwood Holdings Group November 2013 - August 2015
LinkAmerica Corporation October 2011 - January 2013
Lhoist North America June 2008 - July 2011
Mother Parkers Tea & Coffee October 2006 - May 2008
Mother Parker's Tea & Coffee July 2001 - October 2006
Virbac Corporation May 1997 - June 2001
Morven Partners, L.P. 1996 - 1997
Skills
Labor Relations, Employee Relations, Organizational Behavior, Talent Management, Conflict Resolution, Workers Compensation, Policy, Job Descriptions, Performance Management, Human Resources, Employee Engagement, Succession Planning, Recruiting, Training, Leadership, Change Management, Program Management, Organizational..., New Hire Orientations, Onboarding, Deferred Compensation, Business Strategy, HRIS, Strategy, Employee Benefits, Interviews, Hiring Practices, Talent Acquisition, Personnel Management, Temporary Placement, Mergers & Acquisitions, FMLA, Workforce Planning, Benefits Administration, Payroll, HR Policies, Union Avoidance, Employment Law, HR Consulting, Strategic HR, Organizational Design, Applicant Tracking..., Employee Handbooks, Hiring, HR Transformation, SPHR, College Recruiting, Employer Branding, Performance Appraisal, Sourcing
Education
University of North Texas 1994 — 1996
BBA, Human Resources
Mother Parkers Tea & Coffee August 2015 - Present
Ditto Street February 2013 - Present
Westwood Holdings Group November 2013 - August 2015
LinkAmerica Corporation October 2011 - January 2013
Lhoist North America June 2008 - July 2011
Mother Parkers Tea & Coffee October 2006 - May 2008
Mother Parker's Tea & Coffee July 2001 - October 2006
Virbac Corporation May 1997 - June 2001
Morven Partners, L.P. 1996 - 1997
Skills
Labor Relations, Employee Relations, Organizational Behavior, Talent Management, Conflict Resolution, Workers Compensation, Policy, Job Descriptions, Performance Management, Human Resources, Employee Engagement, Succession Planning, Recruiting, Training, Leadership, Change Management, Program Management, Organizational..., New Hire Orientations, Onboarding, Deferred Compensation, Business Strategy, HRIS, Strategy, Employee Benefits, Interviews, Hiring Practices, Talent Acquisition, Personnel Management, Temporary Placement, Mergers & Acquisitions, FMLA, Workforce Planning, Benefits Administration, Payroll, HR Policies, Union Avoidance, Employment Law, HR Consulting, Strategic HR, Organizational Design, Applicant Tracking..., Employee Handbooks, Hiring, HR Transformation, SPHR, College Recruiting, Employer Branding, Performance Appraisal, Sourcing
Education
University of North Texas 1994 — 1996
BBA, Human Resources
Parker Young Parker Young's Westwood Holdings Group Experience July 2013 - Present
Job Fixed Income Trader and Portfolio Manager at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group July 2013 - Present
Tejas Securities Group, Inc. May 2012 - April 2013
GMP Securities June 2009 - April 2012
Deutsche Bank June 2005 - March 2009
Skills
Leveraged Finance, Fixed Income, High Yield, Bonds, Credit, CDS, CLO, Credit Analysis, Investment Management, Distressed Debt, Loans, Equities, Alternative Investments, Institutional Sales, Hedge Funds, Mutual Funds, Trading, Financial Markets, Financial Modeling
Education
Southern Methodist University 2001 — 2005
Bachelor's degree, Economics, Political Science, Public Policy
Westwood Holdings Group July 2013 - Present
Tejas Securities Group, Inc. May 2012 - April 2013
GMP Securities June 2009 - April 2012
Deutsche Bank June 2005 - March 2009
Skills
Leveraged Finance, Fixed Income, High Yield, Bonds, Credit, CDS, CLO, Credit Analysis, Investment Management, Distressed Debt, Loans, Equities, Alternative Investments, Institutional Sales, Hedge Funds, Mutual Funds, Trading, Financial Markets, Financial Modeling
Education
Southern Methodist University 2001 — 2005
Bachelor's degree, Economics, Political Science, Public Policy
Stephanie Vance Stephanie Vance's Westwood Holdings Group Experience August 2008 - Present
Job Marketing & Client Service at Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group August 2008 - Present
JPMorgan June 2007 - December 2007
Education
Southern Methodist University 2004 — 2008
BBA, Finance, International Studies
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Finance, International Studies
Westwood Holdings Group August 2008 - Present
JPMorgan June 2007 - December 2007
Education
Southern Methodist University 2004 — 2008
BBA, Finance, International Studies
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Finance, International Studies
Casey Flanagan Casey Flanagan's Westwood Holdings Group Experience June 2012 - Present
Job Research Associate at Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group June 2012 - Present
Morgan Stanley May 2011 - July 2011
Everkey Global June 2009 - August 2009
Everkey Global May 2008 - July 2008
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Finance with a specialization in Alternative Asset Management, Art History Minor
Westwood Holdings Group June 2012 - Present
Morgan Stanley May 2011 - July 2011
Everkey Global June 2009 - August 2009
Everkey Global May 2008 - July 2008
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Finance with a specialization in Alternative Asset Management, Art History Minor
Jill Pirrello Jill Pirrello's Westwood Holdings Group Experience April 2011 - August 2012
Job Fund Accountant at Westwood Holdings
Industry Financial Services
Experience
Westwood Holdings Group, Inc. October 2014 - Present
self June 2013 - July 2014
APCON 2012 - 2013
Westwood Holdings Group April 2011 - August 2012
DB&A - DeWolff, Boberg & Associates, Inc January 2009 - March 2011
Skills
Executive..., Expense Reports, Executive Support, Office Management, Travel Arrangements, Office Administration, Meeting Scheduling, Microsoft Excel, Efficent, Event Planning, Microsoft Word, Expenses, Spreadsheets, Applicant Tracking..., Calendars, Confidentiality, Employee Benefits, Employee Relations, Executive Calendar..., Human Resources, Interviews, Microsoft Office, Microsoft PowerPoint, Microsoft Publisher, Onboarding, Operational Efficiency, Outlook
Education
University of North Texas 1996 — 2005
Bachelor's degree, Sociology
Westwood Holdings Group, Inc. October 2014 - Present
self June 2013 - July 2014
APCON 2012 - 2013
Westwood Holdings Group April 2011 - August 2012
DB&A - DeWolff, Boberg & Associates, Inc January 2009 - March 2011
Skills
Executive..., Expense Reports, Executive Support, Office Management, Travel Arrangements, Office Administration, Meeting Scheduling, Microsoft Excel, Efficent, Event Planning, Microsoft Word, Expenses, Spreadsheets, Applicant Tracking..., Calendars, Confidentiality, Employee Benefits, Employee Relations, Executive Calendar..., Human Resources, Interviews, Microsoft Office, Microsoft PowerPoint, Microsoft Publisher, Onboarding, Operational Efficiency, Outlook
Education
University of North Texas 1996 — 2005
Bachelor's degree, Sociology
Scott Lawson, CFA Scott Lawson, CFA's Westwood Holdings Group Experience 2003 - Present
Job VP Analyst/PM at Westwood Holdings Group
Industry Investment Management
Experience
Westwood Holdings Group 2003 - Present
Bank of America 2000 - 2003
Mississippi Valley Advisors May 1995 - May 2000
A G Edwards 1989 - 1994
Skills
Capital Markets, Financial Modeling, Equities, Portfolio Management, Investments, Valuation, Analysis, Asset Management, Equity Research
Education
Saint Louis University 1990 — 1992
MBA
Texas Christian University 1983 — 1987
Bachelor of Science (B.S.), Economics
Westwood Holdings Group 2003 - Present
Bank of America 2000 - 2003
Mississippi Valley Advisors May 1995 - May 2000
A G Edwards 1989 - 1994
Skills
Capital Markets, Financial Modeling, Equities, Portfolio Management, Investments, Valuation, Analysis, Asset Management, Equity Research
Education
Saint Louis University 1990 — 1992
MBA
Texas Christian University 1983 — 1987
Bachelor of Science (B.S.), Economics
Brandi Tapp's Westwood Holdings Group Experience December 2011 - Present
Job Associate Vice President, Institutional Sales & Client Service at Westwood Holdings Group
Industry Investment Management
Experience
Westwood Holdings Group December 2011 - Present
NFJ Investment Group March 2008 - December 2011
Bernstein Global Wealth Management February 1996 - March 2008
Skills
Equities, Investments, Alternative Investments, Asset Managment, Series 7, Mutual Funds, Asset Management, Investment Management
Education
Texas Tech University 1989 — 1993
BBA, Finance
Westwood Holdings Group December 2011 - Present
NFJ Investment Group March 2008 - December 2011
Bernstein Global Wealth Management February 1996 - March 2008
Skills
Equities, Investments, Alternative Investments, Asset Managment, Series 7, Mutual Funds, Asset Management, Investment Management
Education
Texas Tech University 1989 — 1993
BBA, Finance
Brett Fisher Brett Fisher's Westwood Holdings Group Experience May 2010 - May 2011
Job Product Manager Target Date
Industry Investment Management
Experience
Principal Funds March 2014 - Present
Principal Funds November 2013 - February 2014
Principal Funds October 2012 - November 2013
The 801 Group December 2011 - October 2012
Westwood Holdings Group May 2010 - May 2011
Creighton University August 2009 - December 2010
Principal Financial Group June 2008 - July 2009
Best Business Appraisals November 2007 - May 2008
Skills
Series 7, Series 66, Financial Analysis, Morningstar Direct, Zephyr Style Advisor, Equities, Fixed Income, Portfolio Management, Modern Portfolio Theory, Economics, Quantitative Analytics, Qualitative Research, Valuation, Bloomberg Terminal, Mutual Funds, Asset Allocation, Investments, Analysis, Management, Finance, Securities, Social Media
Education
Creighton University 2009 — 2010
Master's, Investment Management and Financial Analysis
Creighton University 2004 — 2008
B.S.B.A., Finance
Principal Funds March 2014 - Present
Principal Funds November 2013 - February 2014
Principal Funds October 2012 - November 2013
The 801 Group December 2011 - October 2012
Westwood Holdings Group May 2010 - May 2011
Creighton University August 2009 - December 2010
Principal Financial Group June 2008 - July 2009
Best Business Appraisals November 2007 - May 2008
Skills
Series 7, Series 66, Financial Analysis, Morningstar Direct, Zephyr Style Advisor, Equities, Fixed Income, Portfolio Management, Modern Portfolio Theory, Economics, Quantitative Analytics, Qualitative Research, Valuation, Bloomberg Terminal, Mutual Funds, Asset Allocation, Investments, Analysis, Management, Finance, Securities, Social Media
Education
Creighton University 2009 — 2010
Master's, Investment Management and Financial Analysis
Creighton University 2004 — 2008
B.S.B.A., Finance
Eric Hier Eric Hier's Westwood Holdings Group Experience 2002 - 2009
Job Agent / Owner Eric Hier Insurance Agency with Farmers
Industry Financial Services
Experience
Eric Hier Insurance Agency with Farmers April 2015 - Present
Private Capital January 2009 - January 2015
Summa Technology Group, Inc. (SummaTG) August 2013 - July 2014
Westwood Holdings Group, Inc September 2002 - September 2009
Westwood Holdings Group 2002 - 2009
Wood Asset Management February 1998 - August 2002
Wood Asset Management, Inc January 1998 - January 2002
Skills
Equities, Portfolio Management, Management, Electronic Trading, Trading, Investments, Written and verbal..., Research and analysis,..., Insurance, Commercial Insurance, Property & Casualty..., Life Insurance, Term Life Insurance, Umbrella Insurance
Education
The University of Dallas 2013 — 2015
Masters of Business Administration (MBA), Finance, 3.68 (Cum Laude)
State University of New York 1991 — 1995
BA, Finance, 3.3
The University of Dallas
Master of Business Administration (MBA)
Eric Hier Insurance Agency with Farmers April 2015 - Present
Private Capital January 2009 - January 2015
Summa Technology Group, Inc. (SummaTG) August 2013 - July 2014
Westwood Holdings Group, Inc September 2002 - September 2009
Westwood Holdings Group 2002 - 2009
Wood Asset Management February 1998 - August 2002
Wood Asset Management, Inc January 1998 - January 2002
Skills
Equities, Portfolio Management, Management, Electronic Trading, Trading, Investments, Written and verbal..., Research and analysis,..., Insurance, Commercial Insurance, Property & Casualty..., Life Insurance, Term Life Insurance, Umbrella Insurance
Education
The University of Dallas 2013 — 2015
Masters of Business Administration (MBA), Finance, 3.68 (Cum Laude)
State University of New York 1991 — 1995
BA, Finance, 3.3
The University of Dallas
Master of Business Administration (MBA)
William Costello, CFA William Costello, CFA's Westwood Holdings Group Experience July 2010 - Present
Job at Westwood Holdings
Industry Investment Management
Experience
Westwood Holdings Group July 2010 - Present
Bull Run Energy Research January 2010 - July 2010
The Boston Company December 1997 - January 2009
The Boston Company Asset Management, LLC 1997 - 2009
Delphi Management December 1992 - December 1997
Investors Bank & Trust 1987 - 1992
Skills
Security Analysis, Stock Picking, Energy, Portfolio Management, Securities, Analysis, Equity Research, Equity Valuation, Equities, Bloomberg, Investment Strategies, Capital Markets, Asset Management, Valuation, Financial Modeling, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Investments, Mutual Funds
Education
Boston University Questrom School of Business 1985 — 1987
mba, finance
Marietta College 1978 — 1982
ba, economics
Waltham High School 1974 — 1978
Westwood Holdings Group July 2010 - Present
Bull Run Energy Research January 2010 - July 2010
The Boston Company December 1997 - January 2009
The Boston Company Asset Management, LLC 1997 - 2009
Delphi Management December 1992 - December 1997
Investors Bank & Trust 1987 - 1992
Skills
Security Analysis, Stock Picking, Energy, Portfolio Management, Securities, Analysis, Equity Research, Equity Valuation, Equities, Bloomberg, Investment Strategies, Capital Markets, Asset Management, Valuation, Financial Modeling, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Investments, Mutual Funds
Education
Boston University Questrom School of Business 1985 — 1987
mba, finance
Marietta College 1978 — 1982
ba, economics
Waltham High School 1974 — 1978
William Hicks William Hicks's Westwood Holdings Group Experience September 2011 - June 2012
Job Summer Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank February 2014 - Present
CSIS June 2013 - August 2013
Stratfor Global Intelligence June 2012 - August 2012
Westwood Holdings Group September 2011 - June 2012
Skills
Financial Modeling, Microsoft Office, Microsoft Excel, Valuation, Public Speaking, PowerPoint, Economics, Social Media, Microsoft Word, Data Analysis, Equities, Research, Financial Analysis, Equity Valuation, Equity Research, Capital IQ, Investments, Market Research
Education
Princeton University 2010 — 2015
Bachelor of Arts (BA), Political Economy
St. Mark's School of Texas 1998 — 2010
Barclays Investment Bank February 2014 - Present
CSIS June 2013 - August 2013
Stratfor Global Intelligence June 2012 - August 2012
Westwood Holdings Group September 2011 - June 2012
Skills
Financial Modeling, Microsoft Office, Microsoft Excel, Valuation, Public Speaking, PowerPoint, Economics, Social Media, Microsoft Word, Data Analysis, Equities, Research, Financial Analysis, Equity Valuation, Equity Research, Capital IQ, Investments, Market Research
Education
Princeton University 2010 — 2015
Bachelor of Arts (BA), Political Economy
St. Mark's School of Texas 1998 — 2010
June A. Chang's Westwood Holdings Group Experience June 2011 - August 2011
Job Consulting Intern at Dipont Education Management
Industry Marketing and Advertising
Experience
Dipont Education Management July 2015 - Present
University of Richmond School of Arts and Sciences January 2015 - Present
University of Richmond March 2014 - Present
University of Richmond July 2013 - Present
KD Studio,Inc. as a subsidiary of KD College of Film and Dramatic Arts July 2012 - August 2012
Westwood Holdings Group June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Social Media, Public Speaking, Facebook, Conversational Chinese, Time Management, Human Resources, Teamwork, Marketing
Education
University of Richmond 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and Chinese Studies
Peking University 2014 — 2014
Chinese Language and Literature, Chinese History, A
Ursuline Academy of Dallas 2008 — 2012
3.8
Babson College 2011 — 2011
Babson Undergraduate Course (Four Credits), Babson College Summer Study Program (Babson Idea Generation)
Dipont Education Management July 2015 - Present
University of Richmond School of Arts and Sciences January 2015 - Present
University of Richmond March 2014 - Present
University of Richmond July 2013 - Present
KD Studio,Inc. as a subsidiary of KD College of Film and Dramatic Arts July 2012 - August 2012
Westwood Holdings Group June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Social Media, Public Speaking, Facebook, Conversational Chinese, Time Management, Human Resources, Teamwork, Marketing
Education
University of Richmond 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and Chinese Studies
Peking University 2014 — 2014
Chinese Language and Literature, Chinese History, A
Ursuline Academy of Dallas 2008 — 2012
3.8
Babson College 2011 — 2011
Babson Undergraduate Course (Four Credits), Babson College Summer Study Program (Babson Idea Generation)
Lisa Dong, CFA Lisa Dong, CFA's Westwood Holdings Group Experience 2000 - Present
Job Senior V.P., Director of Equity Research, Portfolio Manager
Industry Investment Management
Experience
Westwood Holdings Group 2000 - Present
Education
Texas Christian University
MBA, Finance
Shanghai University of Finance and Economics
East China Normal University
Bachelor of Arts (B.A.), English
Westwood Holdings Group 2000 - Present
Education
Texas Christian University
MBA, Finance
Shanghai University of Finance and Economics
East China Normal University
Bachelor of Arts (B.A.), English
Wamala Brenda Wamala Brenda's Westwood Holdings Group Experience July 2013 - August 2013
Job Research Associate at FactSet Research Systems, Inc.
Industry Research
Experience
FactSet Research Systems, Inc. January 2015 - Present
Berea College January 2011 - May 2014
Westwood Holdings Group July 2013 - August 2013
Total Compensation Systems May 2012 - August 2012
Skills
Tutoring, Statistics, Accounting, Equity Research, Financial Modeling, Investments, FactSet, Microsoft Excel, Corporate Finance, Capital IQ, Writing, VBA, HOLT, Matlab, DCF, Leadership, Valuation, Finance, Economics, Teamwork, Analysis, Event Planning, Social Media, Public Speaking, Management, Financial Analysis
Education
Berea College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Berea College 2010 — 2014
Bachelor of Science (BSc), Business Administration(Finance Concentration)
FactSet Research Systems, Inc. January 2015 - Present
Berea College January 2011 - May 2014
Westwood Holdings Group July 2013 - August 2013
Total Compensation Systems May 2012 - August 2012
Skills
Tutoring, Statistics, Accounting, Equity Research, Financial Modeling, Investments, FactSet, Microsoft Excel, Corporate Finance, Capital IQ, Writing, VBA, HOLT, Matlab, DCF, Leadership, Valuation, Finance, Economics, Teamwork, Analysis, Event Planning, Social Media, Public Speaking, Management, Financial Analysis
Education
Berea College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Berea College 2010 — 2014
Bachelor of Science (BSc), Business Administration(Finance Concentration)
Alesia Coffman's Westwood Holdings Group Experience January 2004 - April 2006
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Investment Management
Experience
True North Advisors October 2013 - August 2015
ISN May 2012 - June 2013
Invesco Ltd. April 2006 - May 2012
Westwood Holdings Group January 2004 - April 2006
John McStay Investment Counsel 2000 - 2005
Skills
Investment Management, Alternative Investments, Asset Management, Equities, Investment Strategies, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Fixed Income, Valuation, Capital Markets, Securities, Equity Research, Strategy, Business Strategy
Education
Saint Leo University
Bachelor of Business Administration, Business Management & Finance
True North Advisors October 2013 - August 2015
ISN May 2012 - June 2013
Invesco Ltd. April 2006 - May 2012
Westwood Holdings Group January 2004 - April 2006
John McStay Investment Counsel 2000 - 2005
Skills
Investment Management, Alternative Investments, Asset Management, Equities, Investment Strategies, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Fixed Income, Valuation, Capital Markets, Securities, Equity Research, Strategy, Business Strategy
Education
Saint Leo University
Bachelor of Business Administration, Business Management & Finance
Scott Geppert's Westwood Holdings Group Experience March 2012 - Present
Job Research Analyst at Westwood Holdings Group
Industry Investment Management
Experience
Westwood Holdings Group March 2012 - Present
Prudential Capital Group July 2009 - March 2012
Education
Southern Methodist University - Cox School of Business 2006 — 2009
BS and BA, Finance and Economics
Westwood Holdings Group March 2012 - Present
Prudential Capital Group July 2009 - March 2012
Education
Southern Methodist University - Cox School of Business 2006 — 2009
BS and BA, Finance and Economics
Kenneth Nostro Kenneth Nostro's Westwood Holdings Group Experience January 2008 - Present
Job Vice President, Institutional Sales and Client Service, Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group January 2008 - Present
Domini Social Investments 2004 - 2007
Credit Suisse 1999 - 2004
Warburg Pincus 1992 - 1999
Julius Baer August 1989 - February 1992
Education
Saint John's University 1990 — 1992
MBA, Finance
Siena College 1984 — 1988
Westwood Holdings Group January 2008 - Present
Domini Social Investments 2004 - 2007
Credit Suisse 1999 - 2004
Warburg Pincus 1992 - 1999
Julius Baer August 1989 - February 1992
Education
Saint John's University 1990 — 1992
MBA, Finance
Siena College 1984 — 1988
Easterbrook, Mark's Westwood Holdings Group Experience August 2011 - March 2014
Job Portfolio Manager at BP Capital TwinLine
Industry Capital Markets
Experience
BP Capital TwinLine March 2014 - Present
Westwood Holdings Group August 2011 - March 2014
RBC Capital Markets December 2001 - December 2010
Dain Rauscher Wessels December 1999 - December 2001
Rauscher Pierce Refsnes June 1996 - November 1999
Dillon Read June 1990 - March 1996
Skills
Capital Markets, Equities, Investments, Mergers & Acquisitions, Mergers, MLP, Financial Modeling, Equity Research, Valuation, Portfolio Management, Hedge Funds, Asset Management
Education
Emory University 1984 — 1988
BA, Economics & History
Choate Rosemary Hall 1983 — 1984
Darien High School 1979 — 1983
BP Capital TwinLine March 2014 - Present
Westwood Holdings Group August 2011 - March 2014
RBC Capital Markets December 2001 - December 2010
Dain Rauscher Wessels December 1999 - December 2001
Rauscher Pierce Refsnes June 1996 - November 1999
Dillon Read June 1990 - March 1996
Skills
Capital Markets, Equities, Investments, Mergers & Acquisitions, Mergers, MLP, Financial Modeling, Equity Research, Valuation, Portfolio Management, Hedge Funds, Asset Management
Education
Emory University 1984 — 1988
BA, Economics & History
Choate Rosemary Hall 1983 — 1984
Darien High School 1979 — 1983
Susan Ware's Westwood Holdings Group Experience April 2000 - June 2015
Job VP, Equity Trader at Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group April 2000 - June 2015
GSB Investments 1992 - 2000
Skills
Equities, Alternative Investments, Series 7, Bloomberg, Securities, Equity Research, Asset Management, Series 63, Investments, Asset Allocation, Investment Management, Capital Markets, Mutual Funds, Investment Strategies, Investment Advisory, Valuation, Equity Valuation, Wealth Management
Education
Louisiana State University 1980 — 1984
Westwood Holdings Group April 2000 - June 2015
GSB Investments 1992 - 2000
Skills
Equities, Alternative Investments, Series 7, Bloomberg, Securities, Equity Research, Asset Management, Series 63, Investments, Asset Allocation, Investment Management, Capital Markets, Mutual Funds, Investment Strategies, Investment Advisory, Valuation, Equity Valuation, Wealth Management
Education
Louisiana State University 1980 — 1984
Matt Lockridge's Westwood Holdings Group Experience May 2010 - Present
Job Senior Vice President at Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group May 2010 - Present
Dearborn Partners LLC June 2004 - May 2010
Deloitte Consulting February 2002 - June 2004
Arthur Andersen LLC September 2001 - February 2002
Skills
Asset Management, Valuation, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance and Accounting
Southern Methodist University 1997 — 2001
BBA, Finance
Westwood Holdings Group May 2010 - Present
Dearborn Partners LLC June 2004 - May 2010
Deloitte Consulting February 2002 - June 2004
Arthur Andersen LLC September 2001 - February 2002
Skills
Asset Management, Valuation, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance and Accounting
Southern Methodist University 1997 — 2001
BBA, Finance
Pat Fraze's Westwood Holdings Group Experience 1990 - Present
Job Westwood Management Corp.
Industry Investment Management
Experience
Westwood Management Corp. 1990 - Present
Westwood Holdings Group 1990 - Present
Drexel Burnham Lambert 1987 - 1990
Skills
Equities, Alternative Investments, Asset Management, Portfolio Management, Investment Advisory
Education
University of Michigan Business School
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington
MAT, Mathematics
Indiana University Bloomington
AB, Mathematics
Westwood Management Corp. 1990 - Present
Westwood Holdings Group 1990 - Present
Drexel Burnham Lambert 1987 - 1990
Skills
Equities, Alternative Investments, Asset Management, Portfolio Management, Investment Advisory
Education
University of Michigan Business School
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington
MAT, Mathematics
Indiana University Bloomington
AB, Mathematics
Nora Donnelly's Westwood Holdings Group Experience 2000 - Present
Job Human Resources Manager at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group 2000 - Present
Education
University of Colorado at Denver 1974 — 1976
Bachelor of Science, Business Administration, Management and Operations
Westwood Holdings Group 2000 - Present
Education
University of Colorado at Denver 1974 — 1976
Bachelor of Science, Business Administration, Management and Operations
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group