Julie Cooper
InvestorAssociate Vice President, Tax Manager - Wealth Management, CPA at Westwood Holdings Group
Dallas, Texas, United States
Experience
- Westwood Holdings Group, Inc.VP, Fiduciary and Tax Compliancecurrent2026 — presentDallas
- Westwood Holdings Group, Inc.AVP - Tax Manager2023 — 2026Dallas, TX
- Huselton, Morgan & Maultsby, P.C.Tax Manager2022 — 2023Dallas, Texas, United States
- Huselton, Morgan & Maultsby, P.C.Tax Supervisory Senior2021Dallas, Texas, United States
- PwCTax Senior Associate2015 — 2020Dallas, Texas, United States
Skills & more
- Certified Public Accountant — Texas State Board of Public Accountancy
From Julie's professional profile.
Colleagues at Westwood Holdings Group
Amber Warner-Warr
Portfolio Analyst at Claret Capital Partners
Amy Lester
Senior Vice President, Relationship Manager at Westwood Holdings Group
Jordan Cowart
Vice President, Private Wealth Advisor, CFA, CFP at Westwood Holdings Group
Karim Lakhani
Senior Vice President, Private Wealth Advisor, CFA at Westwood Holdings Group
Karla Dominguez
Senior Vice President, Private Wealth Advisor, JD at Westwood Holdings Group
Melissa McMillian
Senior Vice President, Private Wealth Advisor at Westwood Holdings Group
Michael Yan
Director of Wealth Investments, Fixed Income Portfolio Manager at Westwood Holdings Group
Nathaniel Norgren
Chief Legal Counsel at Claret Capital Partners
Frequently asked questions
- Who is Julie Cooper?
- Associate Vice President, Tax Manager - Wealth Management, CPA at Westwood Holdings Group
- Where does Julie Cooper work?
- Julie Cooper is Associate Vice President, Tax Manager - Wealth Management, CPA at Westwood Holdings Group.
- Where did Julie Cooper go to school?
- Julie Cooper studied at Texas A&M University (Master’s Degree, Finance); Texas A&M University (Bachelor’s Degree, Accounting).
Same school
Also attended Texas A&M University205
Kanu GulatiInvestor at Khosla VenturesNathaniel HardingManaging Partner at Cortado VenturesJackie PfisterChief Operating Officer at Mercury FundLisa RobertsChief Product Officer at Mercury FundBrent KeltonPartner & Texas Leader at Moneta VenturesClinton BybeeCo-founder & Managing Director, Emeritus at ARCH Venture Partners
+ 199 more
Shared employers
Also worked at Westwood Holdings Group, Inc.6
Suzy ConleySenior Vice President, Private Wealth Advisor Lead at Westwood Holdings GroupMelissa McMillianSenior Vice President, Private Wealth Advisor at Westwood Holdings GroupSusan WedelichSenior Vice President, Private Wealth Advisor, JD at Westwood Holdings GroupKarla DominguezSenior Vice President, Private Wealth Advisor, JD at Westwood Holdings GroupJordan CowartVice President, Private Wealth Advisor, CFA, CFP at Westwood Holdings GroupFoster HugginsAcquisitions at Abacus Capital Group
