Adrian Helfert
Corporate Officer/Principal at WESTWOOD HOLDINGS GROUP, INC.
Net worth: 2 M $ as of 2024-05-30
Adrian Helfert active positions
| Companies | Position | Start | End |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Corporate Officer/Principal | 2019-01-27 | - |
| Chief Investment Officer | 2019-01-27 | - | |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Portfolio Manager-Equities | - | - |
Career history of Adrian Helfert
Former positions of Adrian Helfert
| Companies | Position | Start | End |
|---|---|---|---|
Amundi Smith Breeden LLC
 Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC. | Head-Fixed Income Invts | 2013-09-29 | 2018-01-07 |
| Portfolio Manager-Fixed Income | 2013-09-29 | 2018-01-07 |
Training of Adrian Helfert
| The Fuqua School of Business | Masters Business Admin |
| University of Virginia | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Head-Fixed Income Invts | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Finance |
| Private companies | 2 |
|---|---|
Amundi Smith Breeden LLC
Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC. | Finance |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Finance |
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