Westwood Holdings Group Inc

  • Investment Bank/Securities Brokerage
  • Dallas TX
  • 155 employees
  • Investment Management
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Company Overview

Headquarters
200 Crescent Court, Suite 1200, Dallas, TX 75201
Website
westwoodgroup.com
Phone
(214) 756-6900
Employees
155
Founded in
1983
Industry
Investment Bank/Securities Brokerage
Stock Symbol
NYSE:WHG
SIC Code
6722 - Management Investment Offices, Open-end
Company Culture
Integrity
Reliability
Results
Client-first approach
Innovation
Commitment to transparency and best-in-class disclosure
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Financials & Stats

Revenue

$50B

Competitive Advantages

30+ years of experience in investment management
Broad array of investment solutions
Publicly traded company with significant employee ownership
Customized solutions for unique investment goals
Innovative fee structure (Sensible Fees™)
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Recent News & Media

Westwood Holdings Stock: Profitability Improving But Stock Not Cheap (NYSE:WHG)

  • Jul 8, 2025
  • seekingalpha.com

Westwood Holdings: Profitability Improving But Stock Not Cheap

  • Jul 8, 2025
  • seekingalpha.com

Double-Digit Yields: Westwood Energy ETFs Announce Enhanced Monthly Income Distribution Up to 13%

  • Jul 7, 2025
  • stocktitan.net

Westwood Holdings Group (NYSE:WHG) Share Price Crosses Above 200 Day Moving Average - Here's Why

  • Jun 29, 2025
  • marketbeat.com

Investing in Westwood Holdings Group (NYSE:WHG) a year ago would have delivered you a 38% gain

  • Jun 27, 2025
  • finance.yahoo.com

Westwood Holdings Group’s Enhanced Midstream Income ETF Surpasses $100 Million in Assets Under Management

  • Jun 25, 2025
  • nasdaq.com

Who is Westwood Holdings Group Inc

Westwood Holdings Group Inc. is a focused investment management boutique and wealth management firm based in Dallas, Texas. The company employs 155 individuals and generates annual revenue of $50 million. Westwood Holdings Group Inc. is publicly traded on the New York Stock Exchange under the symbol “WHG.” Westwood offers high-conviction equity and outcome-oriented solutions to a diverse clientele including institutional investors, private wealth clients, and financial intermediaries. Their investment expertise is concentrated in two primary areas: U.S. Value Equity and Multi-Asset. Clients can access these investment strategies through a variety of channels, such as separate accounts, mutual funds within the Westwood Funds® family, and pooled investment vehicles. A notable aspect of Westwood Holdings Group Inc. is its significant employee ownership, highlighting a commitment to shared success and aligning incentives with its stakeholders. Investors and prospective clients can visit Westwood's website at westwoodgroup.com for more detailed information about its offerings and to explore potential opportunities.

Westwood Holdings Group, Inc. is an investment management boutique and wealth management firm. Founded in 1983, the company provides a range of investment solutions. Westwood Holdings Group, Inc. is headquartered in Dallas, Texas, and also has offices in Chicago and Houston. The company is publicly traded on the New York Stock Exchange under the symbol 'WHG'. Westwood Holdings Group, Inc. offers investment solutions to institutional investors, private wealth clients, and financial intermediaries. The firm specializes in U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions. The company's services include wealth management. Westwood Holdings Group, Inc. has a team of professionals, including Brian O. Casey, who serves as Chief Executive Officer, and Fabian Gomez, who is the President and Chief Operating Officer. Other key personnel include Ricardo L. Cortez, CIMA, who is the Chief Executive Officer, Broadmark Asset Management, Portfolio Manager, and Sean Clark, CFA®, who is the Director, Institutional Sales, Head of Consultant Relations. Westwood Holdings Group, Inc. serves clients in the finance, investment management, wealth management, real estate, and energy industries. The company has over 30 years of experience in investment management. Westwood Holdings Group, Inc. offers a broad array of investment solutions and provides customized solutions for unique investment goals. The company utilizes an innovative fee structure known as Sensible Fees™. Westwood Holdings Group, Inc. is committed to integrity, reliability, and results. The company emphasizes a client-first approach and is dedicated to innovation. Westwood Holdings Group, Inc. is committed to transparency and best-in-class disclosure.

Company Leadership

Gregory Reid

President of Real Assets

Phone Email
Geoffrey Norman

Member Board of Directors

Phone Email
Kellie Stark

Executive Vice President, Head of Risk and Performance Analytics

Phone Email
Brian Casey

Chief Executive Officer

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Susan Byrne

Founder, Vice Chairman of the Board

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Westwood Holdings Group Inc Industry Tags

Investment Management
Trustee Services
Asset Management
Estate Services
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Banking Asset Management
Finance
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Westwood Holdings Group Inc Tech Stack

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50M 7 Boca Raton, FL
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BDA

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FAQ

What is the location of Westwood Holdings Group Inc's headquarters?
The headquarters of Westwood Holdings Group Inc are situated at 200 Crescent Court, Suite 1200, Dallas TX
What is Westwood Holdings Group Inc's phone number?
Westwood Holdings Group Inc's contact number is (214) 756-6900.
What stock ticker represents Westwood Holdings Group Inc?
As a publicly traded company, Westwood Holdings Group Inc trades under the symbol NYSE:WHG.
What is Westwood Holdings Group Inc's official website?
The official website of Westwood Holdings Group Inc can be found at westwoodgroup.com.
What is Westwood Holdings Group Inc's current revenue?
As of August 2024, Westwood Holdings Group Inc's annual revenue reached $50B.
How many employees does Westwood Holdings Group Inc currently have?
Westwood Holdings Group Inc employs approximately 155+ people as of August 2024
Which industries is Westwood Holdings Group Inc primarily operating in?
Westwood Holdings Group Inc operates in the following industries: Investment Management
Who is the President of Real Assets of Westwood Holdings Group Inc?
Westwood Holdings Group Inc's President of Real Assets is Gregory Reid
What are Westwood Holdings Group Inc's industry tags?
Westwood Holdings Group Inc's industry tags include: Investment Management, Trustee Services, Asset Management
When was Westwood Holdings Group Inc founded?
Westwood Holdings Group Inc was founded in 1983.

Employee Directory

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, the company offers a broad array of investment solutions to institutional investors, private wealth clients, and financial intermediaries. Westwood specializes in U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions. The firm is publicly traded on the New York Stock Exchange under the symbol 'WHG' and is headquartered in Dallas, Texas, with offices in Chicago and Houston.

Key Employees

Ted Gardner

Sr. Vice President | Sr. Portfolio Manager

Phone Email

CIMA

Chief Executive Officer, Broadmark Asset Management, Portfolio Manager

Phone Email

Harry Breda

Senior Product Manager

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William Costello

Senior Vice President, Senior Portfolio Manager

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CFA®

Director, Institutional Sales, Head of Consultant Relations

Phone Email

Matthew Lockridge

Senior Vice President, Head of U.S. Value and Senior Portfolio Manager

Phone Email

Chris Hartman

Senior Vice President, Portfolio Manager

Phone Email

CIMA®

Director, Senior Divisional Consultant

Phone Email

CFP®

Director, Head of Product Solutions

Phone Email

ChFC®

Director, Head of Product Solutions

Phone Email