Adrian Helfert

Corporate Officer/Principal bei WESTWOOD HOLDINGS GROUP, INC.

Vermögen: 2 Mio $ am 31.05.2024

Finance

Consumer Services

Aktive Positionen von Adrian Helfert

Unternehmen	Position	Beginn	Ende
WESTWOOD HOLDINGS GROUP, INC.	Corporate Officer/Principal	28.01.2019	-
WESTWOOD HOLDINGS GROUP, INC.	Chief Investment Officer	28.01.2019	-
Westwood Management Corp. (Texas) Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.	Portfolio Manager-Aktien	-	-

Unternehmen	Position	Beginn	Ende
Amundi Smith Breeden LLC Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC.	Head-Fixed Income Invts	30.09.2013	08.01.2018
	Portfolio Manager-Fixed Income	30.09.2013	08.01.2018

The Fuqua School of Business	Masters Business Admin
University of Virginia	Undergraduate Degree

International

Vereinigte Staaten

Operativ

Head-Fixed Income Invts	1
Portfolio Manager-Fixed Income	1
Masters Business Admin	1

Sektoral

Finance	4
Consumer Services	3

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Börsennotierte Unternehmen	1
WESTWOOD HOLDINGS GROUP, INC.	Finance

Private Unternehmen	2
Amundi Smith Breeden LLC Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC.	Finance
Westwood Management Corp. (Texas) Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.	Finance

Private Unternehmen

Finance