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Melissa McMillian

Investor

Senior Vice President, Private Wealth Advisor at Westwood Holdings Group

Dallas

Find your path to Melissa

64 people in our graph share verified history with Melissa — schools, employers, funds. One of them is your warm intro.

Lisa RobertsunlockedMelissa: together at Texas A&M University (1995–1997)
×8Melissa: together at Texas A&M University
×3Melissa: together at Westwood Holdings Group

About

Melissa McMillian is Senior Vice President at Westwood Holdings Group, Inc., where she joined in 1999 and works on the development and administration of private wealth client accounts, including high net worth individuals, foundations, and endowments. She serves on Westwood Trust's Fee & Acceptance Committee, Trust Administrative Committee, Trust Review Committee, and Trade Order Management Committee. McMillian holds a BBA in Finance with an emphasis in Accounting from Texas A&M University and has held executive leadership roles with the Children's Trust and the Tri Delta House Corporation Board of Southern Methodist University.

Experience

  1. Westwood Holdings Group, Inc.Senior Vice Presidentcurrent2018 — presentDallas/Fort Worth Area
  2. Westwood Holdings Group, Inc.Vice Presidentcurrent2006 — present
  3. Westwood TrustAssistant Vice President - Fund Accountant2002 — 2006Dallas, TX
  4. Westwood TrustOperations Specialist1999 — 2002Dallas, TX

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
Julie Cooper
Associate Vice President, Tax Manager - Wealth Management, CPA 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
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 Melissa McMillian?
Melissa McMillian is Senior Vice President at Westwood Holdings Group, Inc., where she joined in 1999 and works on the development and administration of private wealth client accounts, including high net worth individuals, foundations, and endowments. She serves on Westwood Trust's Fee & Acceptance Committee, Trust Administrative Committee, Trust Review Committee, and Trade Order Management Committee. McMillian holds a BBA in Finance with an emphasis in Accounting from Texas A&M University and has held executive leadership roles with the Children's Trust and the Tri Delta House Corporation Board of Southern Methodist University.
Where does Melissa McMillian work?
Melissa McMillian is Senior Vice President, Private Wealth Advisor at Westwood Holdings Group.
Where did Melissa McMillian go to school?
Melissa McMillian studied at Texas A&M University (Bachelor of Business Administration (B.B.A.), Finance).

Same school