Intermediary — Financial Professionals

At Westwood, we understand the importance of providing outstanding service to our clients and employing investment processes that are consistent, repeatable and proven over time to deliver the returns our clients expect.

200 Cresent Court
Suite 1200
Dallas, TX 75201
214.756.6900

Shareholders (Investor/Account Assistance*)

Open an account, account changes and information regarding an account.
*Please note: If your account is held at a financial intermediary, you may wish to contact them first for assistance.
Application Information
Telephone: 1.877.386.3944 (1.877.FUND.WHG)
Email: westwoodfunds@seic.com

Regular Mail Address
Westwood Funds
P.O. Box 219009
Kansas City, MO 64121-9009

Express Mail Address
Westwood Funds
c/o DST Systems, Inc.
430 W. 7th Street
Kansas City, MO 64105

Financial Professionals & Institutions

For Investment Strategy Information click here.
Telephone: 214.756.6900 (please ask for the mutual fund department)
Email: funds@westwoodgroup.com

Intermediary

Harvey P. Steele III
Senior Vice President, Head of Intermediary Distribution
214.624.9620
Email
Kevin R. Tully, CMFC
Vice President, Mutual Funds and Managed Account Sales
214.750.2278
Email
Blair Albert
Vice President, Intermediary Sales Team Lead
214.756.6377
Email
David Friedman
Vice President, Senior External Wholesaler
214.624.9609
Email
John Gorrell
Vice President, Senior External Wholesaler
214.624.9590
Email
Mike Guetzkow
Vice President, Senior External Wholesaler
214.624.9596
Email
Bill Hunter, CIMA
Vice President, Senior External Wholesaler
214.624.9613
Email
Jonathan S. Dale, CFP, ChFC
Vice President, National Accounts Director – Financial Institutions
214.750.2294
Email
Charlie Kolean
Internal Wholesaler
214.624.9627
Email
Angela Vanderslice
Internal Wholesaler
214.756.6943
Email