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

Westwood People

Executive Leadership Team Dallas Investment Team
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Executive Leadership Team

Brian O. Casey
Chief Executive Officer
Terry Forbes, CPA
Senior Vice President, Chief Financial Officer and Treasurer
Fabian Gomez
President
Julie K. Gerron, CFA
Senior Vice President, General Counsel and Chief Compliance Officer
J. Porter Montgomery
Chief Operating Officer
Sean Clark, CFA
Senior Vice President, Institutional Sales and Consultant Relations
Kenneth R. Nostro
Senior Vice President, Institutional Sales and Client Service
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
Senior Vice President, Chief Investment Officer, Multi-Asset
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, Senior Research Analyst
Grant L. Taber, CFA
Senior Vice President, Senior Portfolio Manager, 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, Research Analyst
William Sheehan, CFA
Vice President, Portfolio Manager, Research Analyst
Kyle Martin, CFA
Vice President, Research Analyst
Payton DeLong
Quantitative Analyst
Harvey P. Steele III
Senior Vice President, Head of Intermediary Distribution
Kevin R. Tully, CMFC
Vice President, Mutual Funds and Managed Account Sales
Blair Albert
Vice President, Intermediary Sales Team Lead
John Gorrell
Vice President, Senior External Wholesaler
Mike Guetzkow
Vice President, Senior External Wholesaler
Bill Hunter, CIMA
Vice President, Senior External Wholesaler
Jonathan S. Dale, CFP, ChFC
Vice President, National Accounts Director – Financial Institutions
Angela Vanderslice
Internal Wholesaler
Steven W. Paddon
Head of Institutional & Marketing Services
Jill Meyer, JD, CPA
Senior Vice President, Director of Fiduciary Services
Amy M. Lester
Vice President, Relationship Manager
Jacqueline L. Finley, CFA
Senior Vice President, Wealth and Investment Advisor
Melissa W. McMillian
Senior Vice President, Private Wealth Advisor
Justin Mourning, CFP®
Vice President, Private Wealth Advisor
Michelle R. Neber
Vice President, Client Service Manager
Leah R. Bennett, CFA
President, Westwood Wealth Management
Jason Caras, JD
Vice President, Private Wealth Advisor
Greg Casamayor, AAMS
Vice President, Private Wealth Advisor
Karla Dominguez, J.D.
Senior Vice President, Private Wealth Advisor
Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
Maria Asher, CFA
Vice President, Portfolio Manager