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Westwood People

Executive Officers Investment Team
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Executive Officers

Patrick Rista
ETF Sales Specialist
Jan Ryan
Director
Jonathan Nahhat
Director, Senior Legal Counsel
Sarang Milinski
Digital Media and Brand Strategist
Christy Manthey
Marketing Manager
Erin Garrison
Marketing Associate
Christopher Doran, CETF®
Managing Director, Head of ETF Distribution and National Accounts
Harry Breda
Senior Product Manager
Sheana Suek
Director, Brand, Digital and Communications
Genie Seymour
Senior Operations Analyst
Katherine Murray, CPA
Director
J. Hale Hoak
Director
Geoffrey Norman
Chairman Compensation and Governing/Nominating Committees
Ellen Masterson, CPA
Director, Chairman Audit Committee
Richard M. Frank
Chairman
Randy Bowman
Director, Chairman
Susan Byrne
Founder, Director Emerita
Corey Henegar, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Nnamdi Odi, CFP®
Vice President, Private Wealth Advisor
Brent Thomas
Senior Vice President, Private Wealth Advisor
Elmer Lopez
Assistant Portfolio Manager
Justin Taylor
Research Associate
Suzy Conley
Senior Vice President, Private Wealth Advisor Lead
Michael Kovacs
Senior Solutions Portfolio Manager
Jordan Cowart, CFA®, CFP®
Vice President, Private Wealth Advisor
Ricardo Cortez, CIMA®
Chief Executive Officer, Broadmark Asset Management, Portfolio Manager
Julie Cooper, CPA
Associate Vice President, Tax Manager - Wealth Management
Michael Yan
Vice President, Client Portfolio Manager
Karim Lakhani, CFA®
Senior Vice President, Private Wealth Advisor
Shaun Murphy, CFA®
Senior Vice President, Director of Managed Investment Solutions
Gregory Behar
Senior Vice President, Head of Managed Investment Solutions
Drew Miyawaki
Senior Vice President, Director of Managed Investment Solutions
Pete McCarthy, CFA®
Director, Head of Institutional Sales
Addison Awe
Senior Product Manager
Israel Cruz, CFP®, CTFA
Associate Vice President, Financial Planning Manager
William Costello, CFA®
Senior Vice President, Director of Equity Portfolios and Senior Portfolio Manager
Jordan Latimer, CFA®
Vice President, Portfolio Manager and Research Analyst
David Linton
Managing Director, Head of Distribution
John Ehinger
Managing Director, Head of Legal and Chief Compliance Officer
Matt Grandits
Director, Senior Divisional Consultant
John Palmer
Senior Vice President, Senior Portfolio Manager
Greg Reid
President of Real Assets, Senior Portfolio Manager
Brad Eisen, CFP®, CIMA®
Senior Divisional Director, Senior Divisional Consultant
Dan Hinds, CFA®
Senior Analyst
Parag Sanghani, CFA®
Senior Vice President, Senior Portfolio Manager
Ted Gardner, CFA®
Senior Vice President, Senior Portfolio Manager
Francis Mullen
Director, Senior Investment Manager
Richard Damico
Chief Investment Officer, Broadmark Asset Management, Senior Portfolio Manager
Nisha Mathews, JD
Vice President, Private Wealth Advisor
Christopher Hartman
Senior Vice President, Portfolio Manager
Daniel House
Director, Institutional Sales
Jill Meyer, JD, CPA
Director of Fiduciary Services, Corporate Secretary
Karla Dominguez, JD
Senior Vice President, Private Wealth Advisor
Scott Barnard, CFA®
Senior Vice President, Fixed Income Portfolio Manager and Research Analyst
Angela Vanderslice
Internal Wholesaler
David Friedman
Director, Senior Divisional Consultant
Michael Guetzkow, CFP®, CIMA®
Director, Senior Divisional Consultant
Trip Rodgers, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Bill Hunter, CIMA®
Director, Senior Divisional Consultant
Sean Clark, CFA®
Director, Institutional Sales, Head of Consultant Relations
Ben Chittenden, CFA®
Senior Vice President, Portfolio Manager and Research Analyst
Adrian Helfert
Senior Vice President, Chief Investment Officer, Wealth, Alternative and Multi-Asset Portfolios
Hussein Adatia
Senior Vice President, Portfolio Manager and Research Analyst
Terry Forbes
Managing Director, Chief Financial Officer
Amy Lester
Senior Vice President, Relationship Manager
Fabian Gomez
President, Chief Operating Officer
Kyle Martin, CFA®
Vice President, Portfolio Manager and Research Analyst
Blair Albert
Director, Divisional Consulting
Jonathan Dale, CFP®, ChFC®
Director, Head of Product Solutions
Kevin Tully, CMFC
Director, Senior Divisional Consultant
Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
William Hardcastle, Jr., CFA®
Managing Director, Strategic Planning and Program Management
Melissa McMillian
Senior Vice President, Private Wealth Advisor
Kenneth Nostro
Director, Head of Client Relations
Shaun Neumann, CFA®
Managing Director, Operations and Trading
Todd Williams, CFA®
Senior Vice President, Director of Equity Research, Portfolio Manager and Research Analyst
Michael Wall
Vice President, Portfolio Manager and Research Analyst
Frederic Rowsey, CFA®
Vice President, Portfolio Manager and Research Analyst
Matthew Na, CFA®
Vice President, Portfolio Manager and Research Analyst
Matthew Lockridge
Senior Vice President, Head of Equities and Senior Portfolio Manager
Prashant Inamdar, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Brian Casey, CFP®, CETF
Chief Executive Officer