Mr. Montgomery was appointed Chief Operating Officer of Westwood Holdings Group in May of 2022. Previously he was President of Westwood Wealth Management – Dallas. Upon joining Westwood in 2003 he was responsible for new business development and servicing existing Westwood Trust clients. In early 2016, he became Chief Operating Officer of Westwood Trust and was also responsible for overseeing day-to-day operations of the trust company.
He began his investment career in 1999 with SWS Securities. After SWS Securities, he served as Vice President of Trading at Ognisty Capital Management.
Mr. Montgomery earned his MBA from the University of Dallas and his Bachelor of Science in Business Administration from the University of Arkansas. He is active in Salesmanship Club of Dallas which supports the Momentous Institute and is a member of the Young Presidents’ Organization (YPO).