Corporate Culture

For over 40 years, we have focused on transparency, corporate governance, life principles and giving back to the communities in which we live and work. This has been the foundation for our distinct corporate culture around renowned basketball Coach John Wooden’s Pyramid of Success™, which is a sustainable roadmap for each individual being a better person and for encouraging team excellence.

 

The life principles summarized in the Pyramid of Success have no explicit reference to investments, but are key to how we serve clients, view our investment responsibilities and operate as a responsible and inclusive company.

Westwood internally recognizes teams and individuals annually with Wooden-inspired awards.

Wizards of Westwood Winners

Adrian Helfert
Senior Vice President, Chief Investment Officer, Wealth, Alternative and Multi-Asset Portfolios
Hussein Adatia
Senior Vice President, Portfolio Manager and Research Analyst
Scott Barnard, CFA®
Senior Vice President, Fixed Income Portfolio Manager and Research Analyst

Warriors of Westwood Winners

Greg Reid
President of Real Assets, Senior Portfolio Manager
Parag Sanghani, CFA®
Senior Vice President, Senior Portfolio Manager
Genie Seymour
Senior Operations Analyst
Sheana Suek
Director, Brand, Digital and Communications
Addison Awe
Senior Product Manager
Harry Breda
Senior Product Manager
Jonathan Dale, CFP®, ChFC®
Director, Head of Product Solutions
Christopher Doran, CETF®
Managing Director, Head of ETF Distribution and Na...
John Ehinger
Managing Director, Head of Legal and Chief Complia...
Ted Gardner, CFA®
Senior Vice President, Senior Portfolio Manager
Erin Garrison
Marketing Associate
William Hardcastle, Jr., CFA®
Managing Director, Strategic Planning and Program ...
Christy Manthey
Marketing Manager
Sarang Milinski
Digital Media and Brand Strategist
Jonathan Nahhat
Director, Senior Legal Counsel
Shaun Neumann, CFA®
Managing Director, Operations and Trading