Mr. Montgomery graduated from the University of Arkansas with a B.S. in Business Administration in 1999 and achieved a Masters of Business Administration from the University of Dallas in 2006. Prior to joining Westwood, he served SWS Securities as an Assistant NASDAQ Market Maker and Ognisty Capital Management as Vice President of Trading. Mr. Montgomery joined Westwood in May 2003 and was promoted to Vice President, Trust & Investments in 2009. He is responsible for assisting the Trust Investment Officer with asset allocation and separate account management of client portfolios as well as new business development and ongoing client service. He is a member of the Trust Administrative Committee and the Asset Allocation Committee at Westwood.
Contact: 214-756-6919 or pmontgomery@westwoodgroup.com