What stage does Westwood Holdings Group invest at?

Westwood Holdings Group invests at the Late Stage stage.

What sectors does Westwood Holdings Group focus on?

Westwood Holdings Group focuses on Energy.

Where is Westwood Holdings Group located?

Westwood Holdings Group is headquartered in Dallas, US.

Westwood Holdings Group

Institutional investor

Dallas · Late Stage · 13 people tracked

Also known as BROADMARK ASSET MANAGEMENT LLC · SALIENT ADVISORS, L.P. · WESTWOOD ADVISORS, L.L.C · WESTWOOD MANAGEMENT CORP

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✨ Fox Verdict

Investment thesis

Westwood Holdings Group (NYSE: WHG) is a boutique asset management firm offering actively and passively managed investment strategies plus trust and wealth services to institutional, intermediary, and private wealth clients.

Invests inEnergy Dallas United States

Source: firm website, verified Aug 25, 2026.

Stage

Late Stage

Dallas, US

AUM

$61.8M

Tracked investments

Team · 13 people

from the firm's website & curated

Amy Lester· Senior Vice President, Relationship Manager· Dallas

Jordan Cowart· Vice President, Private Wealth Advisor· Dallas, Texas, United Statesin

Julie Cooper· Associate Vice President, Tax Manager - Wealth Management, CPA· Dallas, Texas, United Statesin

Karim Lakhani· Senior Vice President, Private Wealth Advisor

Karla Dominguez· Senior Vice President, Private Wealth Advisor· New York, New York, United Statesin

Melissa McMillian· Senior Vice President, Private Wealth Advisor· Dallasin

Michael Yan· Director of Wealth Investments, Fixed Income Portfolio Manager

Nisha Mathews· Vice President, Private Wealth Advisor

Susan Wedelich· Senior Vice President, Private Wealth Advisor· Houstonin

Susan Wedelich is a Senior Vice President and Private Wealth Advisor at Westwood Wealth Management in Houston. She joined Westwood in 2017 and brings nearly 15 years of experience from J.P. Morgan, along with over 20 years of legal experience as an attorney. She holds a Juris Doctorate from South Texas College of Law and a Bachelor of Science from Texas A&M University, and focuses on financial planning and estate planning matters.

Suzy Conley· Senior Vice President, Private Wealth Advisor Lead· Dallasin

Amber Warner-Warr· Head of Wealth | Principal Advisor· London, England, United Kingdomin

Nathaniel Norgren· Senior Vice President, Private Wealth Advisor· London, England, United Kingdomin

Nathaniel "Nog" Norgren is Chief Legal Counsel at Claret Capital Partners, which he joined in June 2025. He began as a finance lawyer at Freshfields, then worked in-house at Merrill Lynch Investment Managers until 2004, followed by a role as General Counsel at ETV Capital. He later founded and ran Norgren Legal from 2011, serving clients in growth finance and technology lending. He holds a BA in Archaeology from Southampton University.

Vashali Shroff· VP, Fiduciary and Tax Compliance· Dallas, Texas, United Statesin

Head of Strategic Alliances managing investor relations, fundraising support and deal flow partnerships. She joined in early 2022 after a background in banking, wealth management and advising fintech and real estate startups, and is a member of the Alma Angel community. Interests span AI/ML, robotics, fintech, cleantech, proptech, biotech and healthcare.

What they invest in

from 1 of 1 portfolio companies

Impact & Social Good ×1Social ×1

Investments · 1 tracked

founders shown can be your intro path

Charitynavigatorcharitynavigator.org in 𝕏

Charity Navigator is a nonprofit research tool that rates and provides information on thousands of charities using data from the IRS, partners, and the charities themselves.

Impact & Social GoodSocial

Co-investorsAmerican Farmland Trust

Frequently asked questions

What stage does Westwood Holdings Group invest at?: Westwood Holdings Group invests at the Late Stage stage.
What sectors does Westwood Holdings Group focus on?: Westwood Holdings Group focuses on Energy.
Where is Westwood Holdings Group located?: Westwood Holdings Group is headquartered in Dallas, US.

Media · Podcasts & interviews

from their channel

Energy Update | August 2026

Westwood Holdings Group, Inc.

Energy Update | July 2026

Westwood Holdings Group, Inc.

Energy Update | June 2026

Westwood Holdings Group, Inc.

Real Estate Update | June 2026

Westwood Holdings Group, Inc.

Energy Update | May 2026

Westwood Holdings Group, Inc.

Real Estate Income Fund 25th Anniversary

Westwood Holdings Group, Inc.

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