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Chairman and Director · Westwood Management Corp

Susan B. Montgomery

CRD 2415157 · Named on Form ADV at one SEC-registered adviser

At a glance

Westwood Management Corp, an SEC-registered asset manager based in Dallas, TX with $12.5 billion in regulatory assets, lists Susan B. Montgomery on its Form ADV as Chairman and Director, a control person.

Firms and roles

AtlasMembers

Susan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brian O. CaseyCEO, Director, Westwood Management Corp
  • Fabian N. GomezPresident, Chief Operating Officer, Westwood Management Corp
  • Murray ForbesSVP, Chief Financial Officer, Treasurer, Westwood Management Corp
  • John A. EhingerSenior Vice President, Head of Legal and Compliance, Westwood Management Corp
  • Askari J FoyChief Compliance Officer, Westwood Management Corp

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.