Institutional Sales Professionals
Senior Vice President, MarketingMr. Dunbar joined Westwood in 2007 and is responsible for Westwood’s Sub-Advisory, Mutual Funds and Managed Account (SMA) businesses. He is also a member of Westwood’s Business Management Committee.During his thirty year financial services career, Mr. Dunbar has held a variety of sales, management and product positions with the opportunity to work in both the institutional and intermediary sales channels. Prior to joining Westwood, he spent twelve years with AllianceBernstein including roles as Senior Vice President, Director of the Sub-Advisory Investment Management Division and National Sales Manager of the Variable Investment Product Business.Mr. Dunbar graduated from Southern Methodist University with a Bachelor of Business Administration.Contact:
Senior Vice President, Global Head of Institutional Sales
Mr. Coughlan joined Westwood in April 2013 and is responsible for managing and developing our institutional distribution efforts in U.S. and non-U.S. markets.
Prior to joining Westwood, Mr. Coughlan worked at Calamos Advisors, LLC for over seven years where he led the Global Institutional Services team. He also served as the Vice President, Client Relationship Manager at Bank of Ireland Asset Management in Ireland, Japan, and the U.S.
Mr. Coughlan graduated with honors from the University College Dublin with a Bachelor of Commerce (Banking and Finance). He is a member of the CFA Institute and the CFA Society of Chicago. Additionally, he earned the Chartered Alternative Investment Analyst designation.
Vice President, Institutional Sales & Client Service
Ms. Calhoun joined Westwood in 1996 and currently serves in the position of Vice President, Institutional Sales & Client Service. Her primary responsibility is to develop and manage institutional account relationships, keeping clients informed on their portfolios and the firm. At Westwood, Ms. Calhoun chairs the Retirement Benefits Committee, which oversees the company’s 401(k) Profit Sharing Plan.
Ms. Calhoun serves on an advisory committee for the Dallas Women’s Foundation, a local charitable organization dedicated to the advancement of women and girls in the community. She is a member of the American Society of Pension Professionals & Actuaries and a member of many statewide organizations serving the public pension funds marketplace.
Ms. Calhoun graduated from the University of Texas at Dallas with a BA in Interdisciplinary Studies Magna Cum Laude. She has earned the professional designation of Qualified Pension Administrator (QPA) from the American Society of Pension Professionals & Actuaries. As requisites for the QPA designation, Ms. Calhoun successfully completed certification programs in both Defined Contribution Plans and Defined Benefit Plans.
Senior Vice President, Institutional Sales & Client Service
Ms. Finley joined Westwood in 1995 and is responsible for developing and managing institutional relationships, keeping clients informed on their portfolios and the firm. Prior to holding this position, Ms. Finley was the Controller for Westwood where she was responsible for the firm’s Accounting, Compliance and IT functions. She has over twenty years of financial services industry experience within the registered investment advisory, brokerage and trust areas.
Ms. Finley serves on the board of the T. Boone Pickens YMCA in Dallas, and was previously a member of the hearing panel pool of the CFA Institute’s Disciplinary Review Committee.
Ms. Finley graduated from the University of Texas in Arlington with a BBA in Finance and is a member of the CFA Institute and CFA Society of Dallas-Fort Worth. Additionally, she is a Registered Securities Representative, Principal and Financial and Operations Principal (FINRA Series 7, 24 and 27).
Vice President, Marketing & Client Service
Ms. Lynn joined Westwood in November 2013 as Vice President, Marketing and Client Service and will be responsible for servicing many of our north-east based institutional clients.
Prior to joining Westwood, Ms. Lynn spent eight years as Client Portfolio Manager at Lord, Abbett & Co LLC in New Jersey. She has over 20 years of industry experience and has also worked with Buck Consultants and Alliance Capital.
Ms. Lynn earned her BA in Economics from Vassar College and her MBA in Finance from New York University’s Stern School of Business. Additionally, she is a registered Securities Representative (FINRA Series 7, 63).
Vice President, Institutional Sales & Client Service
Mr. Nostro joined Westwood in January 2008 and is responsible for institutional client service and consultant development. He has over twenty years of financial services industry experience within the institutional and registered investment advisor areas.
Mr. Nostro began his financial services career at Julius Baer Securities. Subsequently, he spent twelve years at Credit Suisse and Warburg Pincus in various client services and sales positions including institutional sales, national account management and wholesaling before joining Domini Social Investment where he spent three years directing business development.
Mr. Nostro earned his MBA in Finance from St. John’s University in New York and his BBA in Finance from Siena College in Loudonville, NY. Additionally, he is a Registered Securities Representative and Principal (FINRA Series 7, 26 and 63).
Vice President, Mutual Fund & Managed Account Sales
Mr. Gubala joined Westwood in January 2013 and is responsible for developing and managing new client relationships as an external fund wholesaler. He has over twenty years of financial services industry experience and eighteen years’ experience in wholesaling.
Prior to joining Westwood, he served as a wholesaler and Division Manager for Columbia Management Group, Inc., where he spent thirteen years growing sales and meeting corporate objectives.
Mr. Gubala graduated from Rensselaer Polytechnic Institute with a B.S. in Management. Additionally, he is a Registered Securities Representative and Investment Advisor (FINRA Series 7, 24, 63, 65, and 66).
Vice President, Mutual Funds & Managed Account Sales
Mr. Albert joined Westwood in September 2013 and is responsible for developing and managing new client relationships as an internal fund wholesaler. He has ten years of financial services industry experience and was a ranked as one of the leading Senior Regional Investment Consultants responsible for driving sales and maintaining relationships with investment advisors.
Prior to joining Westwood, he spent six years at Fidelity Investments and also held positions at Citi-Smith Barney and SunTrust Bank in Atlanta, Georgia.
Mr. Albert graduated from Lees McRae College with a B.S. in Business Administration. Additionally, he is a Registered Securities Representative and Investment Advisor (FINRA Series 7 and 66) and a member of the Investment Management Consultants Association (IMCA). Mr. Albert is currently pursuing his CIMA® designation, Certified Investment Management Analyst®.
Vice President, Direct Institutional Sales
Vice President, Sales & Marketing Advocate
Ms. Cornwall joined Westwood in February 2001 and is responsible for providing support for all aspects of the institutional business development efforts. In addition, she is a member of Westwood’s Performance Evaluation and Technology Committee (PETC).
Prior to joining Westwood, she served as a project analyst at DeMarche Associates, Inc. where she was responsible for client servicing activities, account management and reporting functions, research and statistical analysis, and Asset/Liability analysis. She was also responsible for management of the Asset Allocation department, in addition to working with the firm’s senior consultants.
Ms. Cornwall graduated from Rockhurst University with a BSBA in Finance/Economics and has over twenty-one years of institutional investment experience.
Global Institutional Sales Associate
Mr. House joined Westwood in March 2014 and is responsible for providing support across all areas of the institutional sales and business development efforts.
Prior to joining Westwood, Mr. House worked at (k)RPG, LLC, an independent investment boutique in Washington D.C., where he developed and sustained relationships with private and corporate clients as a Relationship Manager & Investment Analyst. He also participated in a summer internship program at Morningstar, Inc. in London as a Financial Data Analyst on the Global Alternatives-traded funds team, where he focused on Venture Capital Trusts and Real Estate Investment Trusts.
Mr. House graduated from Southern Methodist University with a BS in Economics and a minor in Business Administration from the Cox School of Business. Additionally, he is a Registered Securities Representative (FINRA Series 7).