Adrian Helfert
Corporate Officer/Principal at WESTWOOD HOLDINGS GROUP, INC.
Net worth: 2 M $ as of 2024-03-30
Profile
P.
Adrian Helfert is currently the SVP & Director of Multi-Asset Portfolios at Westwood Management Corp.
(Texas) and the Chief Investment Officer-Alternative at Westwood Holdings Group, Inc. Previously, he served as the Head of Global Fixed Income at Amundi Smith Breeden LLC from 2013 to 2018.
He completed his undergraduate degree at the University of Virginia in 1998 and earned an MBA from The Fuqua School of Business in 2004.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-02-22 | 156,504 ( 1.73% ) | 2 M $ | 2024-03-30 |
Adrian Helfert active positions
| Companies | Position | Start |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Corporate Officer/Principal | 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 | - |
Former positions of Adrian Helfert
| Companies | Position | 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 | 2018-01-07 |
Training of Adrian Helfert
| University of Virginia | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Finance |
| Private companies | 2 |
|---|---|
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 |
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 |
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