Westwood Funds Hires Jonathan Dale as National Accounts Director
Holdings Group, Inc. (NYSE:WHG) today announced that the firm has
hired Jonathan S. Dale as National Accounts Director, Financial
In the newly created position, Mr. Dale is responsible for financial
intermediary firm relationships for Westwood
Mutual Funds and Managed Accounts. He serves a key role in expanding
Westwood's institutional investment brand and promoting its array of
strategies with wealth management broker-dealers, RIA platforms, turnkey
asset management providers, retirement plan service providers and
"Jonathan is an excellent addition to our team," said Mark Dunbar,
senior vice president. "Westwood has a strong brand and a strong suite
of strategies, and we believe Jonathan will help us leverage these
strengths as we continue to broaden our reach in the financial advisor
and intermediary space."
Westwood has three distinct investment teams:
Westwood U.S. Equities (Dallas): a range of U.S. Value,
Multi-Asset and Master Limited Partnership (MLP) strategies.
Westwood International Advisors (Toronto): Emerging Markets and
Global equity strategies.
Westwood Convertible Securities (Boston): Global Convertible
Securities as well as a Market Neutral Income strategy.
Prior to joining Westwood, Mr. Dale spent 15 years with SEI, Investment
Manager Services Division. Most recently he served as Distribution
Director, responsible for assisting numerous asset management firms
create, promote and negotiate their mutual funds and ETFs to key
decision makers at major financial intermediaries. Mr. Dale received his
BSBA in Business Management from West Virginia University. He is a
Certified Financial Planner™, Chartered Financial Consultant® and
Registered Securities Representative (FINRA Series 7 and 63).
Westwood Holdings Group, Inc. provides investment management services to
institutional investors, private wealth clients and financial
intermediaries. With $23.1 billion in assets under management including
$4.3 billion in mutual funds (as of June 30, 2015), the firm manages a
range of investment strategies including U.S. equities, Master Limited
Partnerships (MLPs), Multi-Asset, Global and Emerging Markets equities,
and Global Convertible securities portfolios. Access to these strategies
is available through separate accounts, commingled funds, the Westwood
Funds® family of mutual funds, and UCITS funds. 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 Toronto, Boston, Omaha and Houston.
For more information about Westwood, please visit our website at www.westwoodgroup.com.
For more information on Westwood Funds, please visit us as www.westwoodfunds.com.
View source version on businesswire.com: http://www.businesswire.com/news/home/20150917005841/en/
Westwood Holdings Group, Inc.
Jamie Christensen, 214-756-6900
Source: Westwood Holdings Group, Inc.
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