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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
Senior Vice President, Chief Financial Officer and Treasurer
Fabian Gomez
President & Chief Operating Officer
Ricardo L. Cortez, CIMA
Broadmark CEO, Chief Risk Officer, Portfolio Manager
Sean Clark, CFA
Senior Vice President, Head of Consultant Relations
Kenneth R. Nostro
Senior Vice President, 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
Senior Vice President, Chief Investment Officer, 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
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
Kyle Martin, CFA
Vice President, Research Analyst
Jordan Latimer, 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, Senior Divisional Consultant
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
Jill Meyer, JD, CPA
Senior Vice President, Director of Fiduciary Services
Amy M. Lester
Vice President, Relationship Manager
Melissa W. McMillian
Senior 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, JD
Senior Vice President, Private Wealth Advisor
Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
Maria Asher, CFA
Vice President, Portfolio Manager
Brad Eisen
Vice President, 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
Managing Director & Portfolio Manager – Energy Infrastructure Complex
Richard P. Damico
Broadmark CIO, Senior Portfolio Manager
Ronald Cato
Regional Advisor Consultant
Steven Blokdyk
Vice President, Senior Divisional Consultant
Ted Gardner, CFA
Managing Director & Lead Portfolio Manager – Energy Infrastructure Complex
William Metzler, CFA, CAIA
Investment Analyst
Xifan Wang
Quantitative Research Analyst