Sales and Client Service, Westwood Trust — Dallas

Gregg Ballew, CFA, CIMA®

Senior Vice President


Mr. Ballew joined Westwood in 2010 and has over twenty-nine years of experience serving wealthy families through delivery of banking, investment management, and wealth advisory services.  Prior to joining Westwood Trust, Mr. Ballew was Regional Managing Director of the Wealth Advisory Group for Northern Trust in Texas.  He led the creation of this group and oversaw its successful integration into Northern Trust’s Personal Financial Services business. Prior to forming the Wealth Advisory Group, he served as President of the North Texas market for Northern Trust and on the company’s Texas Management Committee for over ten years.  Mr. Ballew is active in the community and serves in leadership roles on numerous non-profit boards, including the Dallas Symphony Association, the Dallas Symphony Foundation, The Senior Source, Boys and Girls Clubs of Greater Dallas, The Writer’s Garret, and the North Texas Regional Center for Innovation and Commercialization. He is also a member of the Preston Center Rotary Club.  Mr. Ballew earned his MBA from The University of Texas at Austin and his BBA from Baylor University.  He is a member of the CFA Institute and the Investment Management Consultants Association.