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Westwood Holdings Group Leadership

Zippia score 4.0
Job openings (1)
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CEO & Executives

Westwood Holdings Group executives

Here are further demographic highlights of the leadership team:
  • The Westwood Holdings Group executive team is 44% female and 56% male.
  • 67% of the management team is White.
  • 18% of Westwood Holdings Group management is Hispanic or Latino.
  • 10% of the management team is Black or African American.
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Name & TitleBio
Susan M. Byrne

Vice Chairman of The Board

Brian O'Connor Casey

Board Member

Murray Forbes III (Terry)

Chief Financial Officer and Treasurer

Murray Forbes III (Terry)'s LinkedIn

Murray (Terry) Forbes III is a Chief Financial Officer and Treasurer at WESTWOOD HOLDINGS GROUP INC and is based in Dallas, Texas. He has worked as Manager - Audit at KPMG US; Sr. Director, Assistant Controller at CEC ENTERTAINMENT INC; and Senior Manager at KPMG US. Murray studied at University of Wisconsin-Madison and University of Richmond between 1996 and 2000.

Fabian Gomez

President

Fabian Gomez's LinkedIn

Mr. Gomez joined Westwood in 2015 and serves as our Chief Operating Officer. In this role, he is responsible for our Investment Operations, Information Technology, Legal & Compliance and Strategic Planning functions. Before joining Westwood, Mr. Gomez worked at Invesco where he served as the Global Head of Equity and Alternative Investment Applications and was responsible for strategic planning, oversight of all major project initiatives, and staff development at a global level. Prior to that, Mr. Gomez worked for McDonnell Investment Management where he served as a Managing Director and Chief Information Officer for six years. Mr. Gomez also has worked for Nuveen Investments, Morgan Stanley Investment Management, and Van Kampen Funds. Mr. Gomez earned his MBA in Finance and International Management from Rice University and his BA in Biology from the University of Texas at Austin.

Julie Kramer Gerron

Senior Vice President and General Counsel

Julie Kramer Gerron's LinkedIn

Julie K. Gerron is a Senior VP/Chief Compliance Officer/Gen Cnsl at WESTWOOD HOLDINGS GROUP INC and is based in Dallas/Fort Worth Area. She has worked as Assistant Attorney General at Oklahoma Office of the Attorney General, Special Assistant to the Executive Director at Oklahoma House of Representatives, and Portfolio Manager at Smith Group Asset Management. Julie works or has worked as MEMBER at State Bar of Texas and Oklahoma and MEMBER at CFA INSTITUTE. She studied at University of Texas at Austin/The between 1985 and 1989 and University of Texas School of Law between 1989 and 1992.

Richard M. Frank

Chairman

Ellen H. Masterson

Board Member

Geoffrey R. Norman

Board Member

P. Adrian Helfert

Board Member

Adrian Helfert is a SVP & Chief Investment Officer, Multi-Asset at WESTWOOD HOLDINGS GROUP INC.

Randy A. Bowman

Board Member

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Westwood Holdings Group jobs

Westwood Holdings Group founders

Name & TitleBio
Susan M. Byrne

Vice Chairman of The Board

Westwood Holdings Group board members

Name & TitleBio
Susan M. Byrne

Vice Chairman of The Board

Brian O'Connor Casey

Board Member

Richard M. Frank

Chairman

Ellen H. Masterson

Board Member

Geoffrey R. Norman

Board Member

P. Adrian Helfert

Board Member

Adrian Helfert is a SVP & Chief Investment Officer, Multi-Asset at WESTWOOD HOLDINGS GROUP INC.

Randy A. Bowman

Board Member

Westwood Holdings Group leadership demographics

Westwood Holdings Group gender distribution in management team

  • The Westwood Holdings Group executive team is 44% female and 56% male.
  • Westwood Holdings Group is 33% female and 67% male company-wide.
Male
Male
56%
Company-wide: 67%
Female
Female
44%
Company-wide: 33%

Westwood Holdings Group executives by race

Management Team:
  • The most common ethnicity among Westwood Holdings Group executive officers is White.
  • 67% of the management team is White.
  • 18% of Westwood Holdings Group's management is Hispanic or Latino.
  • 10% of the management team is Black or African American.
Company-wide:
  • White is the most common ethnicity company-wide.
  • 46% of employees are White.
  • 22% of employees are Asian.
  • 21% of employees are Hispanic or Latino.
  • Management team
  • General
100%
80%
60%
40%
20%
0%
Unknown
White
Black or African American
Asian
Hispanic or Latino

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Updated November 18, 2022

Zippia gives an in-depth look into the details of Westwood Holdings Group, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Westwood Holdings Group. The employee data is based on information from people who have self-reported their past or current employments at Westwood Holdings Group. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Westwood Holdings Group. The data presented on this page does not represent the view of Westwood Holdings Group and its employees or that of Zippia.

Westwood Holdings Group may also be known as or be related to WESTWOOD HOLDINGS GROUP INC, Westwood Holdings Group and Westwood Holdings Group, Inc.