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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

Diana Sumberlin

VP, Advanced Performance Analyst

Michael Wall

Associate Vice President

Natasha Burns

VP, Human Capital Manager

Sophie Banner

Trust Services Associates

Gregory Reid

President of Real Assets

Daniel House

Vice President, Institutional Sales

Kari Saenz

Senior Vice President, Manager Portfolio Operations and Performance Measurement

Whitney Gregg

Associate Vice President

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

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