Client Service and Marketing Professionals

Ms. Stark joined Westwood in 1992 and currently serves as Executive Vice President. Additionally, she leads the client service area and is a member of the firm’s Business Management, Trade Order Management and Performance Evaluation & Technology committees.

She began her investment career in 1988 at Marshall Davis, Inc. before joining Mortgage Bankers Investment Corporation.

Ms. Stark graduated from the University of Colorado at Boulder, where she earned her BS degree in Finance and her MBA with an emphasis in Accounting. She is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.

Contact:
(214)756-6951
kstark@westwoodgroup.com Download VCard

Ms. Russmann joined Westwood in 1995 as an Operations Assistant where she was primarily responsible for disbursement processing and executing common trust fund and mutual fund trades. In 1997, she joined the marketing and client services team. In her current position as Vice President, Marketing and Client Service, she heads up the administrative efforts for the marketing and client service activities at Westwood and is also responsible for client, prospect, and consultant communications. Ms. Russmann is a member of Westwood’s Asset Allocation Committee, Fee & Acceptance Committee, and IT Steering Committee.

She began her professional career in 1993 at Community Credit Union as a New Accounts Representative where she assisted new members with their asset allocations.

Ms. Russmann earned her BBA from Texas A&M University-Commerce and is also a graduate of the 21st Annual Texas Trust School offered by the Texas Bankers Association Trust Financial Services Division.

Contact:
(214) 756-6982
mrussmann@westwoodgroup.comDownload VCard

Ms. Axley joined Westwood in December 2004 and serves as Vice President, Client Advocate supporting all our clients’ needs. She also serves on the Performance Evaluation and Technology Committee (PETC) and the Charitable Events Committee.

Ms. Axley began her professional career in 1996 at Merrill Lynch as a member of the global consumer products equity research team before moving to Charlotte, NC, to work as an Investment and Corporate Banking Analyst for First Union Securities. Additionally, Ms. Axley spent time with William K. Woodruff & Co. as an investment banking associate.

Ms. Axley earned both her BBA in Finance as well as her MBA from the University of Texas at Austin.

Contact:
(214) 756-6906
kaxley@westwoodgroup.com Download VCard

Ms. Williams joined Westwood as a receptionist in November 1998. In her current position as Senior Client Advocate, Ms. Williams is responsible for client reporting and client and marketing book production.

Ms. Williams began her career at Advanced Business Technologies, a Dallas area leasing company. Her primary responsibilities included various administrative duties and answering 100 incoming phone lines for 60 individual companies.

Contact:
(214) 756-6930
rwilliams@westwoodgroup.com Download VCard

Ms. Lester joined Westwood in 2010 and is responsible for supporting the development, maintenance and growth of institutional and private wealth relationships. Additionally, she helps maintain the firm website. Ms. Lester is a member of the Website Committee, Employee Event Planning Committee, Wellness Committee, and Green Committee.

She began in her investment career in 2006 where she served as both Client Service and Office Manager with an Ameriprise Financial franchise, handling all aspects of client service, marketing and operations.

Ms. Lester graduated from Texas A&M University with her BS in Psychology with a minor in Business.

Contact:
(214) 756-6986
alester@westwoodgroup.comDownload VCard

Ms. Smetko began her career at Westwood in June of 2008 and is responsible for client and marketing book production. In addition, she supports the development, maintenance, and growth of client and prospective relationships, specifically among foundation and high net worth clients. She is also co-event planner for Westwood and coordinates special events and projects.

Ms. Smetko graduated from Southern Methodist University with a BBA in Finance with a minor in Psychology.

Contact:
(214) 756-6364
asmetko@westwoodgroup.com Download VCard

Ms. Vance began her career at Westwood in August 2008 and serves as a Client and Business Development Associate. Her responsibilities include client and marketing book production as well as supporting the development, maintenance, and growth of client and prospective relationships. She also assists on special projects for other members of the Westwood team.

Ms. Vance graduated from Southern Methodist University with a BBA in Finance with a minor in International Studies.

Contact:
(214) 756-6924
svance@westwoodgroup.com Download VCard

Ms. Tapp joined Westwood in December 2011 as a Client Service and Marketing Associate. She is responsible for the development, maintenance and growth of client and prospective relationships, specifically among foundation and high net worth individuals. She is also a member of Westwood’s Charitable Events Committee.

She began her investment career in 1996 at Bernstein Global Wealth Management as a Senior Associate where she was responsible for the client service of high net worth individuals and supporting the sales efforts of five Financial Advisors. Subsequently, she was with Allianz Global Investors Capital/NFJ Investment Group for four years as a Marketing Associate.

Ms. Tapp earned her BBA in Finance from Texas Tech University.

Contact:
(214) 756-6994
btapp@westwoodgroup.com Download VCard

Ms. Bonn joined Westwood in 2007 and currently serves as coordinator of the marketing and client service area. Prior to joining Westwood, she spent twenty years in property management and working on two residential developments at Possum Kingdom Lake and in Burnet, Texas.

Ms. Bonn graduated from Minot State University with an Associate’s degree in Management and Marketing.

Contact:
(214) 756-6922
jbonn@westwoodgroup.com Download VCard