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Consistency Matters in Small Cap Investing
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WealthCoach is an automated investment advisory service to help you invest for your future. You can access a wide array of outcome-oriented investment solutions — including actively managed funds, index funds or a hybrid approach. These solutions can be adjusted to suit your personal needs, tolerance for risk and investing horizon.

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Executive Leadership Team

Brian O. Casey
President and Chief Executive Officer
Terry Forbes, CPA
Senior Vice President, Chief Financial Officer and Treasurer
Fabian Gomez
Chief Operating Officer
Julie K. Gerron, CFA
Senior Vice President, General Counsel and Chief Compliance Officer
Steven W. Paddon
Senior Vice President, Head of Distribution
Sean Clark, CFA
Senior Vice President, Institutional Sales and Consultant Relations
Kenneth R. Nostro
Senior Vice President, Institutional Sales and Client Service
Blake T. Harbour
Vice President, Institutional Sales and Consultant Relations
Peter McCarthy, CFA
Vice President, Institutional Sales and Consultant Relations
Amy M. Lester
Vice President, Institutional Sales and Client Service
Bill Hardcastle
Senior Vice President, Strategic Planning & Program Management
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
P. Adrian Helfert
Senior Vice President, Director of Multi-Asset Portfolios
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
Scott D. Lawson, 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
Casey Cass, CFA
Vice President, Client Portfolio Manager
Lauren C. Hill, CFA
Vice President, Research Analyst
Kim Mastrangeli
Vice President, Trading
Jeffrey M. Melvin
Vice President, Senior Trader
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
Associate Vice President, Research Analyst & Portfolio Manager
Casey J. Flanagan, CFA
Associate Vice President, Portfolio Manager, Research Analyst
Ben Chittenden, CFA
Vice President, Research Analyst
William Sheehan, CFA
Vice President, Portfolio Manager, Research Analyst
Kyle Martin, CFA
Associate Vice President, Research Analyst
Nolan Bieck
Research Associate
Austin Manierre, CFA
Research Associate
Preston Taylor
Research Associate
Ryan Wineman, CFA
Research Associate
Payton DeLong
Quantitative Analyst
Katherine Lartigue
Assistant Trader, Managed Accounts
Patricia Perez-Coutts, CFA
Senior Vice President, Portfolio Manager
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, Client Portfolio Manager
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
Anthony Meyer, CFA, CPA
Intermediate Global Research 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, Mutual Funds and Managed Account Sales
Ian Smith
Regional Vice President, Mutual Funds and Managed Account Sales
Mike Guetzkow
Vice President, Senior External Wholesaler
Bill Hunter, CIMA
Vice President, Senior External Wholesaler
Tim Gordon
Vice President, Senior External Wholesaler
Jonathan S. Dale, CFP, ChFC
Vice President, National Accounts Director – Financial Institutions
Charlie Kolean
Internal Wholesaler
Mark J. Dunbar
Senior Vice President, Head of Sub-Advisory
J. Porter Montgomery
President, Westwood Wealth Management Dallas
Kallie S. Myers, J.D.
Senior Vice President, Chief Fiduciary Officer
Gregg Ballew, CFA, CIMA®
Senior Vice President, Private Wealth Advisor
Marty Brainerd
Senior Vice President, Private Wealth Advisor
Kim M. Calhoun, QPA
Senior Vice President, Business Development and Team Leader
Jacqueline L. Finley, CFA
Senior Vice President, Wealth and Investment Advisor
Melissa W. McMillian
Senior Vice President, Private Wealth Advisor
Michelle R. Neber
Vice President, Client Service Manager
Parker E. Young
Vice President, Portfolio Manager, Fixed Income
Maureen F. Phillips, J.D.
Chairman, Westwood Wealth Management Houston
Leah R. Bennett, CFA
President, Westwood Wealth Management Houston
Donald W. Roberts, CFP®
Vice President, Private Wealth Advisor
Katie Slater, J.D., CFP®
Vice President, Private Wealth Advisor
Susan Wedelich, J.D.
Vice President, Private Wealth Advisor
Tom Williams, CFP®
Vice President, Private Wealth Advisor
Maria Asher, CFA
Associate Vice President, Portfolio Manager
Daniel Pinard
Associate Vice President, Portfolio Manager
Shelitha Smodic
Private Wealth Advisor