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
Christopher Hartman
Senior Vice President, Portfolio Manager

Warriors of Westwood Winners

Kari Saenz, CIPM®
Director, Portfolio Ops and Performance
Genie Seymour
Senior Operations Analyst
Carlos Martinez
Senior Operations Analyst
Clarissa Nash
Senior Operations Analyst
Joseph Kim, CFA®
Senior Operations Analyst
Catherine Davenport
Senior Performance Analyst
Diana Sumberlin
Senior Performance Analyst
Matt Gray
Business Applications Manager
Nancy Bai
Contractor
Christina Di Biasio
Senior Client Specialist, Institutional Client Gro...
Danielle McLean
Senior Client Specialist
Frank Perez
Senior Client Specialist, Institutional Client Gro...
Sophie Salomao
Client Specialist
Gina Thompson
Assistant Controller
Matt Mazzei
Director, Controller and Financial Planning & Anal...