Westwood trust dallas

    • [PDF File]Investment Adviser Brochure Item 1 – Cover Page

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      Sep 29, 2017 · Investment Adviser Brochure Item 1 – Cover Page Westwood Advisors, L.L.C. 200 Crescent Court Suite 1200 ... Westwood Trust, a Texas- chartered Trust company headquartered in Dallas, Texas and with offices in Houston, Texas and Omaha,

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    • [PDF File]Bank Holding Company State Chartered Credit Union Delayed ...

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      Bridges Trust Company 1125 South 103rd Street, Suite 580, Omaha, Nebraska Application of Bridges Trust Company, Omaha, Douglas County, Nebraska to Purchase Certain of the Assets and Assume Certain of the Liabilities of the Branch Trust Office of Westwood Trust Company, Dallas, Dallas County, Texas, and to Establish a Branch Trust Office,

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    • [PDF File]Third Quarter 2017 QuarterlyCommentary

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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]Bank Holding Company State Chartered Credit Union Delayed ...

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      Westwood Trust 200 Crescent Court, Suite 1200 Dallas, Taxes Westwood Trust 1125 South 103rd St., #580 Omaha, NE 2/8/2018 Notice Filed First Trust Company, LLC 909 St. Joseph Street. Suite 200 Rapid City, SD 57701 First Trust Company, LLC 9300 Underwood Ave, #100 Omaha, NE 68114 Count= 2 State Chartered Bank Branch Denovo

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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]Investment Adviser Brochure - Westwood Group

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      Apr 15, 2019 · Relationships in which Westwood Management Corp. provides a model portfolio to Westwood Trust or Westwood Advisors, LLC but which are traded by Westwood’s Dallas-based trading team will be included in the MAG Trade Rotation Group for purposes of the Trade Rotation Policy.

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    • [PDF File]About the Westwood WealthCoach Team

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      President, Westwood Trust – Dallas Porter joined Westwood Management in 2003 and has 19 years of experience in the industry. Gregg Ballew, CFA Senior Vice President, Westwood Trust – Dallas Gregg joined Westwood in 2010 and has over 35 years of experience in the industry. C.J. MacDonald, CFA Senior Vice President, Portfolio Manager – Dallas

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    • Investor Relations Presentation - Westwood Holdings Group ...

      otherwise noted, all references to or information about the “firm” or “Westwood” throughout this presentation describe Westwood Holdings Group, Inc. and its wholly owned subsidiaries, which include Westwood Management Corp., Westwood Trust, Westwood Advisors, LLC, and Westwood International Advisors Inc.

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