# WESTWOOD MANAGEMENT CORP

WESTWOOD MANAGEMENT CORP of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 110269
- Type: SEC-registered investment adviser
- SEC file number: 801-18727
- Location: 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
- Phone: 214-756-6900
- Latest filing: 2026-03-31
- Regulatory AUM: $12.5B
- Discretionary AUM: $12.5B
- Clients: 95
- Accounts: 249

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| John Ehinger | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER | Boston, MA |
| Susan Byrne Montgomery | CHAIRMAN AND DIRECTOR | — |
| Brian Oconnor Casey | CEO, DIRECTOR; PRESIDENT AND CEO, DIRECTOR | — |
| Fabian Gomez | CHIEF OPERATING OFFICER | — |
| Murray Forbes | SVP, CHIEF FINANCIAL OFFICER, TREASURER | DALLAS, TX |
| Askari J Foy | CHIEF COMPLIANCE OFFICER | — |
| John Anthony Ehinger | SENIOR VICE PRESIDENT, HEAD OF LEGAL AND COMPLIANCE | — |
| Fabian Nmn Gomez | PRESIDENT, CHIEF OPERATING OFFICER | — |
| MONTGOMERY SUSAN BYRNE | CHAIRMAN AND CHIEF INVESTMENT OFFICER, DIRECTOR; CHAIRMAN AND DIRECTOR; PRESIDENT & CEO (+1 more) | — |
| CASEY BRIAN OCONNOR | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, DIRECTOR; PRESIDENT AND CEO, DIRECTOR (+1 more) | — |
| FRY SYLVIA LUDWIG | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| HARDCASTLE WILLIAM RALPH | CHIEF FINANCIAL OFFICER | — |
| FREEMAN SETH RICHARD | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER; VICE PRESIDENT - PORTFOLIO MANAGER | — |
| FELDER WILLIAM DAVIS | DIRECTOR | — |
| GERRON JULIE KRAMER | GENERAL COUNSEL; SENIOR VICE PRESIDENT AND GENERAL COUNSEL; SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| FRAZE PATRICIA RICE | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| CALKIN LYNDA J | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, DIRECTOR | — |
| FREEMAN MARK R | VICE PRESIDENT - PORTFOLIO MANAGER | — |
| SCHAER JOYCE ANN | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, DIRECTOR | — |
| STARK KELLIE ROMERO | VICE PRESIDENT | — |
| MACDONALD CHRISTOPHER JAMES | VICE PRESIDENT; VICE PRESIDENT - CO-PORTFOLIO MANAGER | — |
| FRY SYLVIA L | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BUCHHOLZ DONALD A | DIRECTOR | — |
| GLATSTEIN DAVID MEYER | DIRECTOR | — |
| FINLEY JACQUELINE LEIGH | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110269/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110269/similar
- Related entities: https://search.stillhousedata.com/firm/110269/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110269

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.