Sophie Banner

Trust Services Associates at Westwood Holdings Group, Inc. - Dallas, Texas, US

Sophie Banner's Colleagues at Westwood Holdings Group, Inc.
Zach Hutchings

Client Service Associate

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Joshua Lewis

Portfolio Analyst

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Haleigh Bourque

Marketing Associate

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Rebecca Montgomery

Contractor - Marketing and Communications

Contact Rebecca Montgomery

Ashton Leonard

client advocate

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Charlie Kolean

Internal Wholesaler

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Evelyn Soto

Associate

Contact Evelyn Soto

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Sophie Banner's Contact Details
Email (Verified)
***@westwoodgroup.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(214) 756-6900
Location
Company
Westwood Holdings Group, Inc.
Sophie Banner's Company Details
Westwood Holdings Group, Inc. logo, Westwood Holdings Group, Inc. contact details

Westwood Holdings Group, Inc.

Dallas, Texas, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, the Westwood Funds® family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.

Wealth Management Australia Institutional Investment Services Mutual Funds Private Wealth Management Financial Intermediaries
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Frequently Asked Questions about Sophie Banner
Sophie Banner currently works for Westwood Holdings Group, Inc..
Sophie Banner's role at Westwood Holdings Group, Inc. is Trust Services Associates.
Sophie Banner's email address is ***@westwoodgroup.com. To view Sophie Banner's full email address, please signup to ConnectPlex.
Sophie Banner works in the Investment Bank/Securities Brokerage industry.
Sophie Banner's colleagues at Westwood Holdings Group, Inc. are Zach Hutchings, Joshua Lewis, Haleigh Bourque, Rebecca Montgomery, Ashton Leonard, Charlie Kolean, Evelyn Soto and others.
Sophie Banner's phone number is (214) 756-6900
See more information about Sophie Banner