Adrian Helfert
Corporate Officer/Principal at WESTWOOD HOLDINGS GROUP, INC.
Net worth: 2 M $ as of 2024-04-29
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Brian Casey | M | 60 |
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. | 32 years |
| Murray Forbes | M | 46 | 10 years | |
| Richard Frank | M | 76 | 18 years | |
| Fabian Gomez | M | 57 | 9 years | |
| Todd Lee Williams | M | - |
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. | 22 years |
| Geoffrey Norman | M | 80 | 17 years | |
| Hussein Adatia | M | - |
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. | 5 years |
| Sean Clark | M | - | 5 years | |
| Scott Barnard | M | - |
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.
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. | 16 years |
| Kyle martin | M | - |
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. | 8 years |
| Lauren Cassidy Hill | F | - |
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. | 9 years |
| Frederic G. Rowsey | M | - |
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. | 14 years |
| Matthew I. Na | M | - |
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. | 16 years |
| Prashant R. Inamdar | M | - |
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. | 11 years |
| Greg Reid | M | 59 |
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. | - |
| Randy Bowman | M | 60 | 3 years | |
| Kenneth Nostro | M | - | 6 years | |
| Michael Wall | M | - |
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. | 14 years |
| Ellen Masterson | F | 73 | 10 years | |
| Scott D. Lawson | M | - |
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. | 21 years |
| Ben Chittenden | M | - |
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. | 6 years |
| Christopher Hartman | M | 54 |
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. | 3 years |
| David Brautigan | M | - |
University of Virginia
| 30 years |
| Parag Sanghani | M | - |
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. | - |
| Ted Gardner | M | - |
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. | - |
| Matthew Lockridge | M | - |
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. | 14 years |
| Carl P. Zeithaml | M | 74 |
University of Virginia
| 27 years |
| William E. Costello | M | - |
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. | 14 years |
| Trip Rodgers | M | - |
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. | 5 years |
| Harvey Steele | M | - | 6 years | |
| Leah Bennett | F | - | - | |
| C. Wilson McNeely | M | - |
University of Virginia
| 30 years |
| William Metzler | M | - |
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. | 2 years |
| John Palmer | M | - |
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. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Susan Byrne | F | 77 | 23 years | |
| Stanley J. Kon | M | - |
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. | - |
| Julie Kramer Gerron | F | 56 | 19 years | |
| Daniel Clifford Dektar | M | - |
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. | - |
| Rachel W. Sheridan | F | - |
University of Virginia
| 8 years |
| Steve W. Paddon | M | 63 | 5 years | |
| Edward W. Elmore | M | - |
University of Virginia
| 7 years |
| Ted S. Hollifield | M | - |
University of Virginia
| 3 years |
| Patrick J. Sweeney | M | - |
University of Virginia
| 2 years |
| Adam Safir | M | 51 |
University of Virginia
| 7 years |
| Gregory W. Brown | M | - |
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. | 5 years |
| Andrew Trees | M | - |
University of Virginia
| 4 years |
| Andrew Schwab | M | - |
University of Virginia
| 11 years |
| Matthew Cutts | M | - |
University of Virginia
| 7 years |
| David Clark | M | 47 |
University of Virginia
| 5 years |
| Alexander T. Seals | M | - |
University of Virginia
| 5 years |
| Christopher G. Loos | M | - |
University of Virginia
| 6 years |
| Christopher D. Ray | M | 54 |
University of Virginia
| 7 years |
| Chris B. Norton | M | - |
University of Virginia
| 7 years |
| Erin McCormack | F | - |
University of Virginia
| 4 years |
| Chris G. Lanning | M | - |
University of Virginia
| 8 years |
| Raymond Wooldridge | M | 85 | 21 years | |
| Timothy J. Cunneen | M | - |
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. | - |
| Jonathan Duensing | M | - |
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. | - |
| Tosh Brinkerhoff | M | - |
The Fuqua School of Business
| 2 years |
| Teresa G. Walters | F | - |
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. | - |
| Neil Carter | M | - |
University of Virginia
| 11 years |
| Scott B Crenshaw | M | - |
University of Virginia
| 6 years |
| Ann Simpson Einziger | F | - |
University of Virginia
| 4 years |
| Ed Hutchinson | M | - |
University of Virginia
| 4 years |
| Amran Hafiz Affifudin | M | 50 |
University of Virginia
| 4 years |
| Cope Willis | M | - |
University of Virginia
| 4 years |
| Eric Tracy | M | - |
University of Virginia
| 4 years |
| George Holland | M | 50 |
University of Virginia
| 4 years |
| Katie Bullard | F | - |
University of Virginia
| 3 years |
| Dede Dascalu | M | - |
University of Virginia
| 4 years |
| Ali Rahman | M | 45 |
University of Virginia
| 4 years |
| Rachel Kropa | F | - |
University of Virginia
| 4 years |
| Nick Travaglino | M | - |
University of Virginia
| 4 years |
| Lorin Wolfe | F | - |
University of Virginia
| 5 years |
| Nichole Eileen Heidrick | F | - |
University of Virginia
| 4 years |
| Sarah Wadsworth | F | - |
University of Virginia
| 4 years |
| Carrie Saint Louis | F | - |
University of Virginia
| 4 years |
| R. Michael Wells | M | - |
University of Virginia
| 4 years |
| Frederick McKalip | M | - |
University of Virginia
| 3 years |
| Edgar Roesch | M | - |
University of Virginia
| 4 years |
| Neil Barr | M | - |
University of Virginia
| 4 years |
| David I. Meyers | M | - |
University of Virginia
| 3 years |
| Chris M. McKay | M | 52 |
University of Virginia
| 5 years |
| Shea Goggin | M | - |
University of Virginia
| 4 years |
| Brant Imperatore | M | - |
University of Virginia
| 4 years |
| Mary E. Glagola | F | - |
University of Virginia
| 4 years |
| William T. Burke | M | - |
University of Virginia
| 3 years |
| Jonathan E. Earnhardt | M | - |
University of Virginia
| 4 years |
| Frank Hay Briggs | M | - |
University of Virginia
| 4 years |
| Natasha M. Zech | F | - |
University of Virginia
| 4 years |
| Jennifer C. Owen | F | - |
University of Virginia
| 4 years |
| Brian Coady Barney | M | 45 |
University of Virginia
| 4 years |
| Jonathan C. Hatch | M | - |
University of Virginia
| 2 years |
| C. David Cox | M | - |
University of Virginia
| 4 years |
| Eugene Peysakh | M | - |
University of Virginia
| 4 years |
| Josh R. Simmons | M | 49 |
University of Virginia
| 3 years |
| Christian Sinding | M | 52 |
University of Virginia
| 4 years |
| Elizabeth W. Turner | F | - |
University of Virginia
| 4 years |
| John S. Darden | M | - |
University of Virginia
| 3 years |
| Letti de Little | F | - |
University of Virginia
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Adrian Helfert
- Personal Network
