Westwood Holdings
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Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Westwood offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries.
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Brian O. Casey
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Ricardo L. Cortez
Broadmark CEO, Chief Risk Office & Portfolio Manager
Mark R. Freeman
Executive Vice President, Chief Investment Officer, Senior Portfolio Manager
Terry Forbes
Senior Vice President, Chief Financial Officer and Treasurer
Adrian Helfert
SVP & Chief Investment Officer, Multi-Asset
Greg Reid
President of Real Assets
Sean Clark
SVP & Head of Consultant Relations
Jill Meyer
SVP & Director, Fiduciary Services
Karla Dominguez
SVP, Private Wealth Advisor
John Palmer
SVP, Portfolio Manager
Chris Hartman
VP & Portfolio Manager
Scott Barnard
VP & Portfolio Manager
Greg Casamayor
VP & Private Wealth Advisor
Jason Caras
VP & Private Wealth Advisor
John Gorrell
VP & Senior External Wholesaler
Steven Blokdyk
VP, Senior Divisional Consultant
Brad Eisen
VP, Senior Divisional Consultant
Francis T. Mullen
Broadmark Senior Managing Director
Ted Gardner
MD & Lead Portfolio Manager, Energy Infrastructure Complex
Jordan Latimer
VP, Research Analyst
Parag Sanghani
MD & Portfolio Manager, Energy Infrastructure Complex
Richard P. Damico
Broadmark CIO, Senior Portfolio Manager
J. Dyer Kennedy
Broadmark Portfolio Manager
Dan Hinds
Senior Analyst
William Metzler
Investment Analyst
Xifan Wang
Quantitative Research Analyst
Marianne Carter
Senior Regional Advisor Consultant
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