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Michelle Bullock

Associate Vice President, Associate Wealth Advisor at Westwood Holdings Group

  • LinkedIn

Comprehensive Financial Planning, Wealth Management and Trust Administration. CFP Candidate, Series 66, and Life and Health Insurance licensed.

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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

Sophie Banner

Trust Services Associates

Tim Rogers

Head of Private Equity

Matthew Grandits

Vice President, Senior Divisional Consultant

Susan Byrne

Founder, Vice Chairman of the Board

John Ehinger

Vice President and Associate General Counsel

Jordan Latimer

Vice President, Research Analyst

Michelle Bullock

Associate Vice President, Associate Wealth Advisor

Kari Saenz

Senior Vice President, Manager Portfolio Operations and Performance Measurement

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  • Email  :  m****@westwoodgroup.com

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