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Changing Times for Fixed Income
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Westwood People

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Executive Leadership Team

Brian O. Casey
President and Chief Executive Officer
Mark R. Freeman, CFA
Executive Vice President, Chief Investment Officer, Senior Portfolio Manager
Tiffany B. Kice, CPA
Senior Vice President, Chief Financial Officer and Treasurer
Fabian Gomez
Chief Operating Officer
Steve W. Paddon
Senior Vice President, Head of Institutional Sales
Kim M. Calhoun, QPA
Senior Vice President, Institutional Sales and Client Service
Jacqueline L. Finley, CFA
Senior Vice President, Institutional Sales and Client Service
Blake T. Harbour
Vice President, Institutional Sales and Client Service
Bill Hardcastle
Senior Vice President, Strategic Planning & Program Management
Amy M. Lester
Vice President, Institutional Sales and Client Service
Kenneth R. Nostro
Senior Vice President, Institutional Sales and Client Service
Ciaran Spillane
Vice President, Institutional Sales and Client Service
David B. Clott, CFA
Senior Vice President, Senior Portfolio Manager
Shawn J. Mato, CFA, CAIA
Senior Vice President, Senior Portfolio Manager
Brendan M. Ryan, CFA
Vice President, Senior Research Analyst
Seth A. Gold
Vice President, Trader
William E. Costello, CFA
Senior Vice President, Co-Director of Equity Portfolios, Senior Portfolio Manager
Matthew R. Lockridge
Senior Vice President, Co-Director of Equity Portfolios, Senior Portfolio Manager
Thomas C. Lieu, CFA
Senior Vice President, Director of Investment Governance, Senior Research Analyst
Todd L. Williams, CFA
Senior Vice President, Director of Equity Research, Portfolio Manager
Shaun L. Neumann, CFA
Vice President, Director of Domestic Trading
Michael J. Carne, CFA
Senior Vice President, Senior Portfolio Manager
Prashant R. Inamdar, CFA
Senior Vice President, Portfolio Manager, Senior Research Analyst
Grant L. Taber, CFA
Senior Vice President, Senior Portfolio Manager, Research Analyst
Daniel Barnes, CFA
Vice President, Portfolio Manager, Global Analyst
Casey Cass, CFA
Vice President, Portfolio Specialist
Lauren C. Hill, CFA
Vice President, Research Analyst
Scott D. Lawson, CFA
Vice President, Portfolio Manager, Senior Research Analyst
Kim Mastrangeli
Vice President, Trading
Jeffrey M. Melvin
Vice President, Senior Trader
Matthew Na, CFA
Vice President, Research Analyst
Frederic G. Rowsey, CFA
Vice President, Portfolio Manager, Research Analyst
Varun V. Singh, PhD, CFA
Vice President, Senior Research Analyst
Michael H. Wall
Vice President, Portfolio Manager, Research Analyst
William Sheehan, CFA
Research Analyst
Casey J. Flanagan
Research Analyst
Michelle S. Marinova, CFA
Research Analyst
Kyle Martin
Research Analyst
Nolan Bieck
Research Associate
Katherine Lartigue
Assistant Trader, Managed Accounts
Patricia Perez-Coutts, CFA
Senior Vice President, Portfolio Manager
Lisa Dong, CFA
Senior Vice President
Philip Stafford
Senior Vice President, Global Equity Trader
Richard Dolhun, CFA
Vice President, Global Equity Analyst
Max El-Sokkary, CFA
Vice President, Global Equity Analyst
Gerald Loo, CIM, CFA
Vice President, Portfolio Specialist
Thomas Pinto Basto, CFA
Vice President, Portfolio Manager
Alice Popescu, CFA, CMT, DMS
Vice President, Portfolio Manager
Martin Pradier, CFA
Vice President, Global Equity Analyst
Aman Budhwar, CFA
Global Equity Analyst
Karen Ko, CFA
Global Equity Analyst
Robert Silgardo, CFA
Global Equity Analyst
Mark J. Dunbar
Senior Vice President, Head of Mutual Funds and Sub-Advisory
Blair Albert
Vice President, Mutual Funds and Managed Account Sales
Jonathan S. Dale, CFP, ChFC
Vice President, National Accounts Director – Financial Institutions
Jeffrey P. Gubala
Vice President, Mutual Fund and Managed Account Sales
Kevin R. Tully, CMFC
Vice President, Mutual Funds and Managed Account Sales
Ian Smith
Regional Vice President, Mutual Funds and Managed Account Sales
Nancy Bai, CFA
Operations Analyst
J. Porter Montgomery
President, Westwood Wealth Management Dallas
Kallie S. Myers, JD
Senior Vice President, Director of Fiduciary Services
Gregg Ballew, CFA, CIMA®
Senior Vice President, Private Wealth Advisor
Marty Brainerd
Senior Vice President, Private Wealth Advisor
Kristie Konstans
Senior Vice President
Christopher J. MacDonald, CFA
Senior Vice President, Investment Strategist
Melissa W. McMillian
Senior Vice President, Private Wealth Advisor
Michael Meadows
Senior Vice President, Private Wealth Advisor
Mark Walsh, CPWA®
Senior Vice President, Private Wealth Advisor
Nicholas W. English
Vice President, Private Wealth Advisor
Michelle R. Neber
Vice President, Client Service Manager
M. Chase Reid
Private Wealth Advisor
Parker E. Young
Portfolio Manager, Fixed Income
Maureen F. Phillips, J.D.
Chairman, Westwood Wealth Management Houston
Leah R. Bennett, CFA
President, Westwood Wealth Management Houston
Allen Lewis, CFA
Vice President, Investments
Donald W. Roberts, CFP®
Vice President, Private Wealth Advisor
Susan Wedelich, JD
Vice President, Private Wealth Advisor
Tom Williams, CFP®
Vice President, Private Wealth Advisor
Jennifer R. Marshall
Senior Client Advocate

The Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 1.877.FUND.WHG (1.877.386.3944). Please read the prospectus carefully before investing.

Mutual fund investing involves risk, including the possible loss of principal.