Westwood Holdings Group, Inc. Announces Executive Changes
March 26, 2018 at 07:59 pm
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Westwood Holdings Group Inc. has been named Maureen Phillips as chairman of Westwood Trust - Houston. Leah Bennett has been promoted to succeed Phillips as president of Westwood Trust - Houston. Phillips had served as president of the local organization since March 2017, and she has been with Westwood and its Houston predecessor firm, Woodway Financial Advisors, since 1996. She also previously served as the organization's senior vice president and trust officer. Bennett had served as COO of the Houston organization since March 2017 after joining Westwood as vice president in 2016. She has more than 25 years of wealth management experience.
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Companyâs segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Companyâs advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
WESTWOOD HOLDINGS GROUP, INC. 
