Westwood holdings group dallas

    • [PDF File]Your Influence Your Legacy - Westwood Group

      https://info.5y1.org/westwood-holdings-group-dallas_1_d329fb.html

      Westwood is a global investment and wealth management firm. Westwood Wealth Management is a division of Westwood Holdings Group that offers trust and fiduciary services through Westwood Trust, a Texas-chartered trust company, and investment advisory services through Westwood Advisors, LLC, including the WealthCoach digital advice platform.

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    • [PDF File]Third Quarter 2017 QuarterlyCommentary - Principal

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      Westwood Management Corporation, founded in 1983 by Chairman Susan M. Byrne, is an investment advisory firm primarily serving the institutional marketplace. Westwood Management Corp. and Westwood Trust are wholly owned subsidiaries of Westwood Holdings Group, Inc., a publicly traded company on the NYSE. Westwood focuses on domestic value equities.

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    • [PDF File]Westwood Holdings Group, Inc. to Acquire McCarthy Group ...

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      Sep 22, 2010 · Westwood Holdings Group, Inc. to Acquire McCarthy Group Advisors, Expanding Westwood Trust's Private Wealth Platform DALLAS, Sep 22, 2010 (BUSINESS WIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) announced that it has reached an

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    • [PDF File]Investment Adviser Brochure - Westwood Group

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      Apr 15, 2019 · Westwood Management Corp. (“Westwood”) is an investment advisory firm that has been in business since 1983. Westwood is a wholly owned subsidiary of Westwood Holdings Group, Inc. (“WHG”), a publicly held company listed on the New York Stock Exchange since July 1, 2002.

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    • Westwood Holdings Group, Inc. Reports Fourth Quarter and ...

      Westwood Holdings Group, Inc. Reports Fourth Quarter and Fiscal Year 2019 Results February 5, 2020 Strong Investment Performance Across the Board DALLAS , Feb. 05, 2020 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported fourth quarter earnings. Highlights

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    • [PDF File]PROFESSIONAL SUMMARY PROFESSIONAL EXPERIENCE

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      Westwood Holdings Group Dallas, TX Senior Compliance Officer 2017-2019 Responsible for managing the firm’s compliance programs, leading to resolving disputes between the organization and federal regulations, as well as employee disputes • Solves disputes between the organization’s implementation versus governmental intent of SEC laws

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    • Dear Stockholder

      Dear Stockholder: You are cordially invited to attend the 2019 Annual Meeting of Stockholders of Westwood Holdings Group, Inc., which will be held on Wednesday, April 24, 2019, at 10:00 a.m., Central Time, at The Crescent Club, 200 Crescent Court, Suite 1700, Dallas, Texas

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    • [PDF File]Journey case study Removing complexity, supporting growth.

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      Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. Based in Dallas, Westwood also maintains offices in Toronto, Boston and Houston. Each office represents a relatively recent acquisition made when the firm

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