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Energy Update | April 2026

Westwood People

Executive Officers Investment Team Board Members
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Executive Officers

Brian Casey, CFP®, CETF
Chief Executive Officer
John Ehinger
Managing Director, Head of Legal and Chief Compliance Officer
Terry Forbes
Managing Director, Chief Financial Officer
Fabian Gomez
President, Chief Operating Officer
William Costello, CFA®
Senior Vice President, Director of Equity Portfolios and Senior Portfolio Manager
Christopher Doran, CETF®
Managing Director, Head of ETF Distribution and National Accounts
Matt Grandits
Director, Senior Divisional Consultant
Adrian Helfert
Senior Vice President, Chief Investment Officer, Wealth, Alternative and Multi-Asset Portfolios
David Linton
Managing Director, Head of Distribution
Matthew Lockridge
Senior Vice President, Head of Equities and Senior Portfolio Manager
Jill Meyer, JD, CPA
Director of Fiduciary Services, Corporate Secretary
Shaun Neumann, CFA®
Managing Director, Operations and Trading
Greg Reid
President of Real Assets, Senior Portfolio Manager
Kari Saenz, CIPM®
Director, Portfolio Ops and Performance
Todd Williams, CFA®
Senior Vice President, Director of Equity Research, Portfolio Manager and Research Analyst
Michael Yan
Director of Wealth Investments, Fixed Income Portfolio Manager
Scott Barnard, CFA®
Senior Vice President, Fixed Income Portfolio Manager and Research Analyst
Gregory Behar
Senior Vice President, Head of Managed Investment Solutions
Ben Chittenden, CFA®
Senior Vice President, Portfolio Manager and Research Analyst
Sean Clark, CFA®
Director, Institutional Sales, Head of Consultant Relations
Suzy Conley
Senior Vice President, Private Wealth Advisor Lead
Ricardo Cortez, CIMA®
Chief Executive Officer, Broadmark Asset Management, Portfolio Manager
Jonathan Dale, CFP®, ChFC®
Director, Head of Product Solutions
Richard Damico
Chief Investment Officer, Broadmark Asset Management, Senior Portfolio Manager
Karla Dominguez, JD
Senior Vice President, Private Wealth Advisor
Ted Gardner, CFA®
Senior Vice President, Senior Portfolio Manager
William Hardcastle, Jr., CFA®
Managing Director, Strategic Planning and Program Management
Corey Henegar, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Prashant Inamdar, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Pete McCarthy, CFA®
Director, Head of Institutional Sales
Melissa McMillian
Senior Vice President, Private Wealth Advisor
Kenneth Nostro
Director, Head of Client Relations
John Palmer
Senior Vice President, Senior Portfolio Manager
Scott Palmer
Senior Vice President, Portfolio Manager and Senior Research Analyst
Trip Rodgers, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Parag Sanghani, CFA®
Senior Vice President, Senior Portfolio Manager
Sheana Suek
Director, Brand, Digital and Communications
Hussein Adatia
Senior Vice President, Portfolio Manager and Research Analyst
Blair Albert
Director, Divisional Consulting
Jordan Cowart, CFA®, CFP®
Vice President, Private Wealth Advisor
Israel Cruz, CFP®, CTFA
Associate Vice President, Financial Planning Manager
Brad Eisen, CFP®, CIMA®
Senior Divisional Director, Senior Divisional Consultant
David Friedman
Director, Senior Divisional Consultant
Michael Guetzkow, CFP®, CIMA®
Director, Senior Divisional Consultant
Christopher Hartman
Senior Vice President, Portfolio Manager
Bill Hunter, CIMA®
Director, Senior Divisional Consultant
Michael Kovacs
Senior Solutions Portfolio Manager
Karim Lakhani, CFA®
Senior Vice President, Private Wealth Advisor
Jordan Latimer, CFA®
Vice President, Portfolio Manager and Research Analyst
Amy Lester
Senior Vice President, Relationship Manager
Kyle Martin, CFA®
Vice President, Portfolio Manager and Research Analyst
Nisha Mathews, JD
Vice President, Private Wealth Advisor
Drew Miyawaki
Senior Vice President, Director of Managed Investment Solutions
Francis Mullen
Director, Senior Investment Manager
Shaun Murphy, CFA®
Senior Vice President, Director of Managed Investment Solutions
Matthew Na, CFA®
Vice President, Portfolio Manager and Research Analyst
Jonathan Nahhat
Director, Senior Legal Counsel
Frederic Rowsey, CFA®
Vice President, Portfolio Manager and Research Analyst
Kevin Tully, CMFC
Director, Senior Divisional Consultant
Michael Wall
Vice President, Portfolio Manager and Research Analyst
Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
Gina Thompson
Assistant Controller
Addison Awe
Senior Product Manager
Harry Breda
Senior Product Manager
Catherine Davenport
Senior Performance Analyst
Christina Di Biasio
Senior Client Specialist, Institutional Client Group
Matt Gray
Business Applications Manager
Joseph Kim, CFA®
Senior Operations Analyst
Christy Manthey
Marketing Manager
Carlos Martinez
Senior Operations Analyst
Frank Perez
Senior Client Specialist, Institutional Client Group
Genie Seymour
Senior Operations Analyst
Diana Sumberlin
Senior Performance Analyst
Angela Vanderslice
Internal Wholesaler
Julie Cooper, CPA
Associate Vice President, Tax Manager - Wealth Management
Erin Garrison
Marketing Associate
Daniel House
Director, Institutional Sales
Elmer Lopez
Assistant Portfolio Manager
Sarang Milinski
Digital Media and Brand Strategist
Clarissa Nash
Senior Operations Analyst
Justin Taylor
Research Associate
Susan Byrne
Founder, Director Emerita
Randy Bowman
Director, Chairman
J. Hale Hoak
Director
Ellen Masterson, CPA
Director, Chairman Audit Committee
Katherine Murray, CPA
Director
Geoffrey Norman
Chairman Compensation and Governing/Nominating Committees
Jan Ryan
Director