Harvey Steele Joins Westwood Holdings Group, Inc. as New Head of Intermediary Distribution on Dec. 3
December 06, 2018 at 06:31 pm
Share
Westwood Holdings Group, Inc. announced that Harvey Steele joined on Dec. 3 as new Head of Intermediary Distribution. Most recently, Mr. Steele served as Managing Director – National Sales Manager at New York Life Mainstay Investments where he led the retail distribution channel.
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Companyâs segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Companyâs advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
WESTWOOD HOLDINGS GROUP, INC. 
