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Quality is the Key to Getting the Shift to Small Cap Value Right

Westwood People

Executive Leadership Team Investment Team
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Executive Leadership Team

Brian O. Casey
Chief Executive Officer
Terry Forbes
Managing Director, Chief Financial Officer
Fabian Gomez
President & Chief Operating Officer
Ricardo L. Cortez, CIMA
CEO, Broadmark Asset Management
Sean Clark, CFA®
Director, Head of Consultant Relations
Kenneth R. Nostro
Director, Head of Client Relations
Scott Barnard, CFA®
Vice President, Portfolio Manager
William E. Costello, CFA®
Senior Vice President, Director of Equity Portfolios, Senior Portfolio Manager
Matthew R. Lockridge
Senior Vice President, Head of U.S. Value, Senior Portfolio Manager
Adrian Helfert
Chief Investment Officer, Alternative and Multi-Asset Portfolios
Todd L. Williams, CFA®
Senior Vice President, Director of Equity Research, Portfolio Manager
Prashant R. Inamdar, CFA®
Senior Vice President, Portfolio Manager, Senior Research Analyst
Trip Rodgers, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Lauren C. Hill, CFA®
Senior Vice President, Portfolio Manager, Research Analyst
Matthew Na, CFA®
Vice President, Portfolio Manager, Research Analyst
Frederic G. Rowsey, CFA®
Vice President, Portfolio Manager, Research Analyst
Michael H. Wall
Vice President, Portfolio Manager, Research Analyst
Hussein Adatia
Vice President, Research Analyst & Portfolio Manager
Chris Hartman
Vice President, Portfolio Manager
Ben Chittenden, CFA®
Vice President, Portfolio Manager & Research Analyst
Kyle Martin, CFA®
Vice President, Research Analyst
Jordan Latimer, CFA®
Vice President, Portfolio Manager and Research Analyst
Kevin R. Tully, CMFC
Director, Senior Divisional Consultant
Blair Albert
Vice President, Intermediary Sales Team Lead
Mike Guetzkow
Director, Senior Divisional Consultant
Bill Hunter, CIMA
Vice President, Senior External Wholesaler
Jonathan S. Dale, CFP®, ChFC
Director, Head of Product Solutions
Angela Vanderslice
Internal Wholesaler
Jill Meyer, JD, CPA
Director, Fiduciary Services
Amy M. Lester
Vice President, Relationship Manager
Melissa W. McMillian
Senior Vice President, Private Wealth Advisor
Leah R. Bennett, CFA®
Westwood Wealth Management
Jason Caras, JD
Vice President, Private Wealth Advisor
Karla Dominguez, JD
Senior Vice President, Private Wealth Advisor
Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
Brad Eisen
Director, Senior Divisional Consultant
Dan Hinds, CFA®
Senior Analyst
Francis T. Mullen
Broadmark Senior Managing Director
Greg Reid
President of Real Assets
J. Dyer Kennedy, CFA®, CAIA
Broadmark Portfolio Manager
John Palmer
Senior Vice President, Portfolio Manager
Marianne Carter
Senior Regional Advisor Consultant
Parag Sanghani, CFA®
Senior Vice President, Senior Portfolio Manager
Richard P. Damico
Broadmark CIO, Senior Portfolio Manager
Ted Gardner, CFA®
Senior Vice President, Senior Portfolio Manager
William Metzler, CFA®, CAIA
Investment Analyst
Xifan Wang
Quantitative Research Analyst
Gregory Behar
Senior Vice President, Head of Managed Investment Solutions
Shaun Murphy
Senior Vice President, Director of Managed Investment Solutions
Drew Miyawaki
Senior Vice President, Director of Managed Investment Solutions
Michael Kovacs
Senior Solutions Portfolio Manager
Justin Taylor
Research Associate