Westwood Management
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Westwood Management Employees
Employee
Years
Job
Industry
Danielle Benton Danielle Benton's Westwood Management Experience January 2004 - November 2007
Job Accounting/Finance Professional
Industry Information Services
Experience
Sunoco June 2014 - Present
Genserve Inc. 2010 - 2014
Canon USA November 2007 - January 2010
Westwood Management January 2004 - November 2007
Education
Gloucester County College 2005 — 2008
Associate's degree, Business Administration and Management, General
Woodrow Wilson High School 1993 — 1997
HS Diploma, General Studies
Sunoco June 2014 - Present
Genserve Inc. 2010 - 2014
Canon USA November 2007 - January 2010
Westwood Management January 2004 - November 2007
Education
Gloucester County College 2005 — 2008
Associate's degree, Business Administration and Management, General
Woodrow Wilson High School 1993 — 1997
HS Diploma, General Studies
Martin Coughlan, CFA, CAIA Martin Coughlan, CFA, CAIA's Westwood Management Experience March 2013 - Present
Job SVP, Head of Global Institutional Sales at Westwood Management
Industry Investment Management
Experience
Westwood Management March 2013 - Present
Calamos Investments November 2005 - March 2013
Bank of Ireland Asset Management November 1996 - November 2005
Education
University College Dublin 1992 — 1995
Batchelor, Commerce
Westwood Management March 2013 - Present
Calamos Investments November 2005 - March 2013
Bank of Ireland Asset Management November 1996 - November 2005
Education
University College Dublin 1992 — 1995
Batchelor, Commerce
Kellie R. Stark, CFA Kellie R. Stark, CFA's Westwood Management Experience January 2010 - December 2014
Job Executive Vice President at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. January 2015 - Present
Westwood Management January 2010 - December 2014
Westwood Management January 2009 - December 2010
Westwood Management January 2004 - December 2009
Westwood Management January 1997 - January 2004
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1991
MBA, Accounting
University of Colorado Boulder - Leeds School of Business 1986 — 1990
BS, Finance
Westwood Holdings Group, Inc. January 2015 - Present
Westwood Management January 2010 - December 2014
Westwood Management January 2009 - December 2010
Westwood Management January 2004 - December 2009
Westwood Management January 1997 - January 2004
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1991
MBA, Accounting
University of Colorado Boulder - Leeds School of Business 1986 — 1990
BS, Finance
Philip Robert Philip Robert's Westwood Management Experience March 2005 - June 2010
Job Client Service Tax Exempt Market at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Four Corners Investment Consulting 2013 - Present
Westwood Management March 2005 - June 2010
1st Source Bank October 2003 - November 2004
David L. Babson & Co September 2000 - April 2002
DePrince, Race & Zollo, Inc January 1997 - January 2000
STI Capital Management May 1992 - July 1997
Skills
Portfolio Management, Portfolio Strategist, Client Portfolio..., Investment Portfolio..., Equities, Investments, Stock Picking, Equity Research, Fundamental Analysis, Asset Managment, Securities, Investment Strategies, Mutual Funds, Investment Advisory, Investment..., Articulating Investment..., Public Pension Fund..., SMA Portfolio management, Asset Management, Risk Management, Asset Allocation, Equity Valuation, Due Diligence, Strategic Financial..., Financial Markets, Financial Advisory, Bloomberg Terminal, Bloomberg, Trading, Capital Markets, Business Planning, Valuation, Business Development, Finance, Investment Management, Series 63, Relationship Management, Wealth Management, Financial Modeling
Education
Rollins College - Crummer Graduate School of Business 1991 — 1993
Master of Business Administration (MBA), Finance
University of California, San Diego
B.A, ECONOMICS
Fidelity Investments September 2013 - Present
Four Corners Investment Consulting 2013 - Present
Westwood Management March 2005 - June 2010
1st Source Bank October 2003 - November 2004
David L. Babson & Co September 2000 - April 2002
DePrince, Race & Zollo, Inc January 1997 - January 2000
STI Capital Management May 1992 - July 1997
Skills
Portfolio Management, Portfolio Strategist, Client Portfolio..., Investment Portfolio..., Equities, Investments, Stock Picking, Equity Research, Fundamental Analysis, Asset Managment, Securities, Investment Strategies, Mutual Funds, Investment Advisory, Investment..., Articulating Investment..., Public Pension Fund..., SMA Portfolio management, Asset Management, Risk Management, Asset Allocation, Equity Valuation, Due Diligence, Strategic Financial..., Financial Markets, Financial Advisory, Bloomberg Terminal, Bloomberg, Trading, Capital Markets, Business Planning, Valuation, Business Development, Finance, Investment Management, Series 63, Relationship Management, Wealth Management, Financial Modeling
Education
Rollins College - Crummer Graduate School of Business 1991 — 1993
Master of Business Administration (MBA), Finance
University of California, San Diego
B.A, ECONOMICS
C.J. MacDonald's Westwood Management Experience April 2008 - Present
Job at Westwood Management
Industry Financial Services
Experience
Westwood Management April 2008 - Present
Westwood Management April 1994 - Present
Putnam Investments February 1990 - January 1991
Education
Syracuse University 1985 — 1989
MS, Finance
Westwood Management April 2008 - Present
Westwood Management April 1994 - Present
Putnam Investments February 1990 - January 1991
Education
Syracuse University 1985 — 1989
MS, Finance
Steve Kleckner, CAIA Steve Kleckner, CAIA's Westwood Management Experience September 2008 - October 2010
Job Portfolio Manager at Euro Pacific Asset Management, LLC
Industry Financial Services
Experience
Euro Pacific Asset Management November 2010 - September 2012
Westwood Management September 2008 - October 2010
APS Capital May 2006 - May 2008
DR Horton October 2005 - May 2006
Skills
Portfolio Management, Loans, Trading, Financial Services, Bloomberg, Equities, Alternative Investments, Hedge Funds, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investments, Asset Management, Equity Research, Series 7, Investment Banking
Education
The University of Texas at Austin 2001 — 2005
B.A., Economics
Euro Pacific Asset Management November 2010 - September 2012
Westwood Management September 2008 - October 2010
APS Capital May 2006 - May 2008
DR Horton October 2005 - May 2006
Skills
Portfolio Management, Loans, Trading, Financial Services, Bloomberg, Equities, Alternative Investments, Hedge Funds, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investments, Asset Management, Equity Research, Series 7, Investment Banking
Education
The University of Texas at Austin 2001 — 2005
B.A., Economics
Barry Mendel's Westwood Management Experience May 1978 - November 1979
Job President at Mendel Money Management, Inc.
Industry Investment Management
Experience
Mendel Money Management, Inc. March 1989 - Present
Institutional Capital Corporation November 1979 - March 1989
Westwood Management May 1978 - November 1979
Skills
Retirement Planning, Investments, Asset Managment, Alternative Investments, Finance, Equities, Portfolio Management, Equity Research, Hedge Funds, Investment Banking, Securities, Asset Management, Private Equity, Capital Markets, Investment Strategies, Investment Management, Fixed Income, Valuation
Education
San Francisco State University, College of Business 1972 — 1974
MBA, Finance
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Business Administration
Mendel Money Management, Inc. March 1989 - Present
Institutional Capital Corporation November 1979 - March 1989
Westwood Management May 1978 - November 1979
Skills
Retirement Planning, Investments, Asset Managment, Alternative Investments, Finance, Equities, Portfolio Management, Equity Research, Hedge Funds, Investment Banking, Securities, Asset Management, Private Equity, Capital Markets, Investment Strategies, Investment Management, Fixed Income, Valuation
Education
San Francisco State University, College of Business 1972 — 1974
MBA, Finance
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Business Administration
Lair Kennedy's Westwood Management Experience 2012 - Present
Job Westwood Management
Industry Investment Management
Experience
Health Carousel 2013 - Present
Westwood Management 2012 - Present
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Colgate University 1990 — 1994
Bachelor of Arts (BA), Economics & History
Health Carousel 2013 - Present
Westwood Management 2012 - Present
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Colgate University 1990 — 1994
Bachelor of Arts (BA), Economics & History
Jay Hammond's Westwood Management Experience June 2008 - August 2008
Job Junior Equity Analyst at South Texas Money Management
Industry Financial Services
Experience
South Texas Money Management August 2010 - Present
Westwood Management June 2008 - August 2008
Skills
Bloomberg, Equities, Equity Research, Valuation, Financial Modeling
Education
The University of Texas at San Antonio 2009 — 2010
Masters, Finance
Trinity University 2005 — 2009
BS, Finance
South Texas Money Management August 2010 - Present
Westwood Management June 2008 - August 2008
Skills
Bloomberg, Equities, Equity Research, Valuation, Financial Modeling
Education
The University of Texas at San Antonio 2009 — 2010
Masters, Finance
Trinity University 2005 — 2009
BS, Finance
Jane Lafave's Westwood Management Experience December 1999 - March 2013
Job
Industry Financial Services
Experience
Westwood Management December 1999 - March 2013
Ernst & Young November 1995 - November 1999
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Budgets, Microsoft Office, Investments, Strategic Planning, Customer Service, Finance, Auditing, Financial Accounting, Asset Management, Tax Preparation, Tax Advisory
Education
McGill University 1974 — 1977
Bachelor of Commerce (B.Com.), Accounting
Westwood Management December 1999 - March 2013
Ernst & Young November 1995 - November 1999
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Budgets, Microsoft Office, Investments, Strategic Planning, Customer Service, Finance, Auditing, Financial Accounting, Asset Management, Tax Preparation, Tax Advisory
Education
McGill University 1974 — 1977
Bachelor of Commerce (B.Com.), Accounting