Institutional Sales Professionals

Ms. Fraze received two degrees in mathematics from Indiana University: an AB and an MAT. In 1987, she was awarded an MBA with distinction by the University of Michigan, concentrating in Finance. Ms. Fraze’s first career was in mathematics education where she taught for four years at Indiana University and then eighteen years in the Ann Arbor, Michigan Public Schools, fourteen of those as High School department chairperson. She was the first Michigan recipient of the Presidential Award for Excellence in Mathematics Teaching and an author of three textbooks.

Upon completing her MBA, Ms. Fraze joined Drexel Burnham Lambert’s Fixed Income research department in mid-1987. As Vice President, she was responsible for the Portfolio Strategies Group, which conducted risk/return analysis and constructed portfolios to meet investor-specified criteria, utilizing a broad range of fixed income securities, valuation models, and both linear and quadratic risk measurements.

Ms. Fraze joined Westwood in April 1990 as a Vice President and Fixed Income Analyst, supporting the Fixed Income and Balanced products. Subsequently, she was named Fixed Income Portfolio Manager and a member of the Investment Committee. Her responsibilities included working with Ms. Byrne on Balanced accounts and asset allocation. Throughout, Ms. Fraze served as a primary contact for Fixed Income and Balanced clients, and was promoted from Senior Vice President to Executive Vice President.

In 2000, she was named Client Relationship Manager for Eastern equity and balanced clients and subsequently served terms as a director of Westwood Trust and of Westwood Management Corp. Ms. Fraze meets regularly with key client contacts and investment committees, communicates to clients and field consultants Westwood’s current portfolio strategy and outlook as well as recent activity in the portfolio, coordinates Westwood’s response to client and their consultants’ inquiries and requests, and works with colleagues to assure that portfolio structure is implemented within client guidelines. Ms. Fraze serves on the Westwood Management Performance Evaluation and Technology Committee as well as on both internal and external client services teams.

Contact:
(214) 756-6939
pfraze@westwoodgroup.com Download VCard

Mr. Dunbar joined Westwood in 2007 as Senior Vice President of Marketing. He is responsible for Westwood’s sub-advisory relationships, mutual fund and advisor managed account businesses. He is also a member of Westwood’s Business Management Committee.

During his thirty year investment industry career, Mr. Dunbar has progressed in a variety of sales, product and management positions. 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:
(214) 756-6361
mdunbar@westwoodgroup.com Download VCard

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 the Investment Advisory Committee of 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.

Contact:
(214) 756-6989
kcalhoun@westwoodgroup.com Download VCard

Ms. Finley joined Westwood in 1995 and currently serves in the position of Vice President, Institutional Sales & Client Service. Her primary responsibility is to develop and manage 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 (NASD Series 7, 24 and 27).

Contact:
(214) 756-6956
jfinley@westwoodgroup.com Download VCard

Mr. Nostro joined Westwood in January 2008 and currently serves as Vice President, Institutional Sales and Client Service where he 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 where, after a two summer internship, he spent three years, most of which was on their equity trading desk. 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 (NASD Series 7, 26 and 63).

Contact:
(214) 756-6988
knostro@westwoodgroup.com Download VCard

Ms. Cornwall joined Westwood in February 2001 and currently serves as Vice President, Sales & Marketing Advocate where she 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. During her tenure at DeMarche, she served on the Asset Allocation Input Committee, the Charitable Activities Committee and was active in the employee peer-mentoring program.

Ms. Cornwall graduated from Rockhurst University with a BSBA in Finance/Economics and has over twenty-one years of institutional investment experience.

Contact:
(214) 756-6976
mcornwall@westwoodgroup.com Download VCard