Daniel Pinard
Portfolio Manager-Equities at Westwood Advisors LLC
Profile
Daniel Pinard is currently working as an Associate Vice President & Portfolio Manager at Westwood Advisors LLC since 2015.
Prior to this, he worked as a Portfolio Manager at Cougar Investment Fund LLC from 2012 to 2013 and as a Portfolio Manager & Equity Analyst at Woodway Financial Advisors from 2013 to 2015.
He completed his undergraduate degree from Texas A&M University in 2003 and received an MBA from the University of Houston in 2013.
Daniel Pinard active positions
| Companies | Position | Start |
|---|---|---|
Westwood Advisors LLC
 Westwood Advisors LLC Investment ManagersFinance Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries. | Portfolio Manager-Equities | 31/03/2015 |
Former positions of Daniel Pinard
| Companies | Position | End |
|---|---|---|
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Analyst-Equity | 31/03/2015 |
| Cougar Investment Fund LLC | Corporate Officer/Principal | 30/07/2013 |
Training of Daniel Pinard
| University of Houston | Masters Business Admin |
| Texas A&M University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Finance |
| Cougar Investment Fund LLC | Miscellaneous |
Westwood Advisors LLC
Westwood Advisors LLC Investment ManagersFinance Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries. | Finance |
- Stock Market
- Insiders
- Daniel Pinard
