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

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.