Description: Westwood Holdings Group, Inc. manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment subadvisory services to mutual funds and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Home Page: www.westwoodgroup.com
WHG Technical Analysis
200 Crescent Court
Dallas,
TX
75201
United States
Phone:
214-756-6900
Officers
| Name | Title |
|---|---|
| Mr. Brian O'Connor Casey CFP, CFP | CEO & Director |
| Ms. Susan Byrne Montgomery | Founder & Vice Chairman |
| Mr. Fabian Gomez | Pres |
| Mr. Murray Forbes III, CPA | Sr. VP, CFO & Treasurer |
| Ms. Julie Kramer Gerron C.F.A., CFA, J.D. | Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec. |
| Mr. Steven William Paddon | Head of Institutional & Marketing Services |
| Mr. John Porter Montgomery | Chief Operating Officer |
| Ms. Kellie R. Stark CFA, F.R.M. | Exec. VP of Client Service & Marketing |
| Mr. Todd L. Williams C.F.A., CFA | Sr. VP & Director of Equity Research |
| Ms. Leah Rebecca Bennett C.F.A., CFA | Pres of Westwood Wealth Management |
Exchange: NYSE
Country: US
Currency: US Dollar ($)
| GIC Sector: | Financials |
|---|---|
| GIC Group: | Diversified Financials |
| GIC Industry: | Capital Markets |
| GIC Sub-Industry: | Asset Management & Custody Banks |
| Forward PE: | 0 |
|---|---|
| Trailing PE: | 84.5313 |
| Price-to-Book MRQ: | 0.8087 |
| Price-to-Sales TTM: | 1.3083 |
| IPO Date: | 2002-06-13 |
| Fiscal Year End: | December |
| Full Time Employees: | 130 |