Executive Leadership Team

Patricia Perez-Coutts, CFA
Senior Vice President, Portfolio Manager
David B. Clott, CFA
Senior Vice President, Senior Portfolio Manager
Shawn J. Mato, CFA, CAIA
Senior Vice President, Senior Portfolio Manager
Randall L. Root
Chairman, Westwood Trust Dallas
William D. Cunningham, J.D., AEP®, CTFA
Chairman, Westwood Trust Houston
Art Burtscher
Chairman, Westwood Trust Western Region
J. Porter Montgomery
President, Westwood Wealth Management Dallas
Maureen F. Phillips, J.D.
Chairman, Westwood Wealth Management Houston
Nicholas A. Wilwerding, CFA
President, Westwood Trust Western Region
Leah R. Bennett, CFA
President, Westwood Wealth Management Houston
William E. Costello, CFA
Senior Vice President, Senior Portfolio Manager, Senior Research Analyst
Todd L. Williams, CFA
Senior Vice President, Portfolio Manager, Senior Research Analyst
Susan S. Schmidt, CFA
Senior Vice President, Senior Portfolio Manager, Research Analyst
Grant L. Taber, CFA
Senior Vice President, Senior Portfolio Manager, Research Analyst
Lisa Dong, CFA
Senior Vice President, Portfolio Manager, Senior Research Analyst
Thomas C. Lieu, CFA
Senior Vice President, Portfolio Manager, Research Analyst
Matthew R. Lockridge
Senior Vice President, Senior Portfolio Manager, Research Analyst
Christopher J. MacDonald, CFA
Senior Vice President, Investment Strategist
Kim M. Calhoun, QPA
Senior Vice President, Business Development and Team Leader
Jacqueline L. Finley, CFA
Senior Vice President, Institutional Sales and Client Service
Bill Hardcastle
Senior Vice President, Strategic Planning & Program Management
Mark J. Dunbar
Senior Vice President, Head of Sub-Advisory
Gregg Ballew, CFA, CIMA®
Senior Vice President, Private Wealth Advisor
Marty Brainerd
Senior Vice President, Private Wealth Advisor
Kristie Konstans
Senior Vice President
Michael Meadows
Senior Vice President, Private Wealth Advisor
Mark Walsh, CPWA®
Senior Vice President, Private Wealth Advisor
Kallie S. Myers, JD
Senior Vice President, Director of Fiduciary Services
Ciaran Spillane
Vice President, Institutional Sales and Client Service
Kenneth R. Nostro
Vice President, Institutional Sales and Client Service
Scott D. Lawson, CFA
Vice President, Portfolio Manager, Senior Research Analyst
Jeffrey P. Gubala
Vice President, Mutual Fund and Managed Account Sales
Kevin R. Tully, CMFC
Vice President, Mutual Funds and Managed Account Sales
Blair Albert
Vice President, Mutual Funds and Managed Account Sales
Jonathan S. Dale, CFP, ChFC
Vice President, National Accounts Director – Financial Institutions
Brendan M. Ryan, CFA
Vice President, Senior Research Analyst
Alice Popescu, CFA, CMT, DMS
Vice President, Portfolio Manager
Thomas Pinto Basto, CFA
Vice President, Portfolio Manager
Daniel Barnes, CFA
Vice President, Portfolio Manager, Global Analyst
Prashant R. Inamdar, CFA
Vice President, Portfolio Manager, Senior Research Analyst
Varun V. Singh, PhD, CFA
Vice President, Senior Research Analyst
Michael H. Wall
Vice President, Portfolio Manager, Research Analyst
Gerald Loo, CIM, CFA
Vice President, Portfolio Specialist
Casey Cass, CFA
Vice President, Portfolio Specialist
Shaun L. Neumann, CFA
Vice President, Head Trader
Parker E. Young
Vice President, Fixed Income Trader
Philip Stafford
Vice President, Global Equity Trading
Nicholas W. English
Vice President, Private Wealth Advisor
Melissa W. McMillian
Senior Vice President, Private Wealth Advisor
Michelle R. Neber
Vice President, Client Service Manager
Tom Williams, CFP®
Vice President, Private Wealth Advisor
Donald W. Roberts, CFP®
Vice President, Private Wealth Advisor
Susan Wedelich, JD
Vice President, Private Wealth Advisor
Stacie Neussendorfer, JD, CFP
Vice President, Private Client Advocate
Cindy Gedney
Vice President, Compliance and Operations
Sarah F. Murray
Vice President, Client Advocate
Allen Lewis, CFA
Vice President, Investments
Ian Smith
Regional Vice President, Mutual Funds and Managed Account Sales
Matthew Na, CFA
Vice President, Research Analyst
Frederic G. Rowsey, CFA
Associate Vice President, Research Analyst
Lauren C. Hill, CFA
Vice President, Research Analyst
Seth A. Gold
Associate Vice President, Trader
Samantha Breen
Associate Vice President, Operations/Investment Analyst
Brian Tully
Associate Vice President and Portfolio Manager
Aman Budhwar, CFA
Global Equity Analyst
Max El-Sokkary, CFA
Global Equity Analyst
Martin Pradier, CFA
Global Equity Analyst
Richard Dolhun, CFA
Global Equity Analyst
Karen Ko, CFA
Global Equity Analyst
Robert Silgardo, CFA
Global Equity Analyst
Laura Cardone
Operations Manager
Nancy Bai, CFA
Operations Analyst
Casey J. Flanagan
Associate Analyst
Michelle S. Marinova
Associate Analyst
Satchel H. Park
Associate Analyst
M. Chase Reid
Private Wealth Advisor
Jennifer R. Marshall
Senior Client Advocate