Mr. Casey joined Westwood in 1992 as a Vice President and was appointed President and Chief Executive Officer of Westwood Trust in 1996. In 2001, he was named President and Chief Operating Officer of Westwood Management Corp., and in 2002 he led the spin-off to form Westwood Holdings Group, Inc. In 2005, Mr. Casey was named President and Chief Executive Officer of Westwood Holdings Group, Inc., a company that trades on the NYSE. During his tenure, Mr. Casey led the acquisition of Woodway Financial Advisors in Houston. He also led the creation of Westwood International Advisors in Toronto and the Global Convertible team in our Boston office.
Mr. Casey earned an MBA from the University of Texas at Dallas, a BS in Finance from Trinity University and is a graduate of the Securities Industry Association’s Institute at the Wharton School, University of Pennsylvania.
Mr. Casey volunteered with the Big Brothers Big Sisters Program of Metropolitan Dallas for 16 years. He currently serves on the Tartan Board of Directors, a group devoted to fundraising for the Texas Scottish Rite Hospital for Children, and he is an active supporter of Habitat for Humanity as a volunteer and home sponsor. Mr. Casey is a board member of the Baylor Health Care System Foundation and also serves on the Board of Trustees of the Cooper Institute, an organization that is dedicated to scientific research in the field of preventive medicine.
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.