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Cole Charlton

Financial Planner at Westwood Holdings Group

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WESTWOOD HOLDINGS GROUP

WESTWOOD HOLDINGS GROUP

  • description Description
    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 in...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Westwood Holdings Group Org Chart and Mapping

Brian Casey

Chief Executive Officer

VP-Level
VP-Level

Trip Rodgers

SVP, Portfolio Manager/Senior Research Analyst

Parag Sanghani

SVP & Portfolio Manager - Energy Infrastructure

Matt Lockridge

SVP, Head of U.S. Value & Senior Portfolio Manager

Employees

Frederic Rowsey

Vice President, Portfolio Manager, Research Analyst

Cfp® Jonathan Dale

Vice President, Head of Investment Solutions

John Ehinger

Vice President and Associate General Counsel

Addison Awe

Vice President, Product Manager

Diana Sumberlin

VP, Advanced Performance Analyst

Cisp Michelle Neber

Vice President, Client Service Manager

Frank Valentin

Wealth Management Intern

Ronald Cato

Regional Advisor Consultant

Frequently Asked Questions Regarding Cole Charlton

Answer: Cole Charlton works for Westwood Holdings Group as Financial Planner

Answer: Cole Charlton’s role in Westwood Holdings Group is Financial Planner

Answer: Cole Charlton's email address is c***@gmail.com

Answer: Cole Charlton's business email address is c****@westwoodgroup.com

Answer: Cole Charlton’s direct phone number is (***)-***-****

Answer: Cole Charlton works in the industry of: Investment Management

Answer: Cole Charlton works Westwood Holdings Group located at 200 Cres Ct, Dallas, Texas, 75201, United States

Answer: Westwood Holdings Group's Financial Planner is Cole Charlton

Answer: Cole Charlton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@westwoodgroup.com

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