Sales and Client Service, Westwood Trust — Dallas

J. Porter Montgomery

President, Westwood Trust Dallas


Mr. Montgomery became President of Westwood Trust – Dallas on March 1, 2017. Since joining Westwood in 2003 he has been responsible for new business development and servicing existing Westwood Trust clients. In early 2016, he became Chief Operating Officer of Westwood Trust and was also responsible for overseeing day-to-day operations of the trust company. Mr. Montgomery is a member of the Westwood Trust Investment Fund Selection Committee, the Trust Administrative Committee, the Investment Review Committee, the Fee and Acceptance Committee and the IT Steering Committee. He began his investment career in 1999 with SWS Securities. After SWS Securities, he served as Vice President of Trading at Ognisty Capital Management. Mr. Montgomery earned his MBA from the University of Dallas and his Bachelor of Science in Business Administration from the University of Arkansas. He is active in Salesmanship Club of Dallas which supports the Momentous Institute.