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Westwood Trust Board Members

 

Ben Casey, Jr.

Mr. Casey began serving as a Director of Westwood Trust in February of 2009. He has served as President of the Presbyterian Healthcare Foundation since 2001 and is currently President of Philanthropic Horizons and is a National Philanthropy Director of Texas Health Resources. He has served for over 37 years in various capacities with the YMCA in San Diego, Sacramento, San Francisco, New Orleans and Dallas.


Richard M. Frank

Mr. Frank joined the Westwood Trust Board in February of 2006. He has been Chairman of the Board and Chief Executive Officer of the CEC Entertainment, Inc. since March 1986 and has been a Director of CEC since June 1985. He served as President and Chief Operating Officer from June 1985 until October 1988. He joined CEC in 1985.

 

Robert D. McTeer

Mr. McTeer began serving as a Director of Westwood Trust in July, 2007. He is a Distinguished Fellow at the National Center for Policy Analysis (NCPA), covering macro-economic issues, including monetary policy, fiscal policy, tax and education policy. Prior to joining the NCPA in January 2007, Mr. McTeer was Chancellor of the Texas A&M University System from 2004 through 2006. Mr. McTeer had a 36-year career with the Federal Reserve System, including 14 years as President of the Federal Reserve Bank of Dallas and member of the Federal Open Marketing Committee (FOMC).


Jon L. Mosle, Jr.

Mr. Mosle has served as an Advisory Director of Westwood Trust since 1993. He has served as Director of SWS Group, Inc. since 1991. He served as Director of Private Capital Management for Ameritrust Texas Corporation from 1984 to 1992. From 1954 to 1984, he was affiliated with Rotan Mosle, Inc., a regional NYSE member firm, which was acquired by PaineWebber Incorporated in 1983. His roles at Rotan Mosle, Inc., included supervisory responsibility for both over-the-counter trading and municipal departments, as well as participating in corporate finance activities. He served as branch manager, regional manager, Vice Chairman of the Board and member of Rotan Mosle, Inc.’s operating committee.


Geoffrey R. Norman

Mr. Norman has served as a Director of Westwood Trust since February of 2007. He is an experienced business executive with substantial finance and marketing skills gained from many domestic and international assignments. As Executive Vice President of GE Asset Management from 1988 to 2004, he created GE’s global external investment management business, leveraging GE Asset Management’s in-house capabilities. From 1983 to 1988, as Treasurer of GE Capital, he directed their world wide capital-raising activities, pioneering several innovative structures.


Carol Proffer

Ms. Proffer has served as a Director of Westwood Trust since February, 2004. She is currently a partner at Capstone Partners, a Dallas-based funds placement agent. Prior to Capstone, she worked as Senior Consultant at Stratford Advisory Group, Inc., an investment consulting firm, and as Senior Vice President at Pilgrim Baxter & Associates, an investment management firm. From 1996 to 1999, Ms. Proffer was Managing Director of Crossroads Investment Advisors, L.P. Ms. Proffer served as Managing Director of William M. Mercer, Inc. from 1988 to 1996, having served in various other positions with Mercer from 1977 to 1988. Ms. Proffer holds a Bachelor of Arts degree in mathematics and education from Milligan College and a Master of Science degree in mathematics from Oklahoma State University.


Raymond E. Wooldridge

Mr. Wooldridge first joined the Board of Westwood Trust in 1992 and has served as a Director of Westwood Holdings Group, Inc. since its inception in 2001. He is a Director of CEC Entertainment, Inc. (NYSE), a Dallas-based company that operates a chain of pizza and children’s entertainment restaurants, D. A. Davidson & Company, Inc., an investment firm located in the Pacific Northwest, and its subsidiary Davidson Trust Company. From 1986 to 1999, he was a Director of SWS Group, Inc.; from 1996 to 1999, he served as the Vice Chairman and Chairman of the Executive Committee of SWS; from 1993 to 1996, he served as Chief Executive Officer of SWS; and from 1986 to 1993, he served as President and Chief Operating Officer of SWS. He is a past Chairman of the National Securities Clearing Corporation, a national clearing agency registered with the SEC and past Vice Chairman of the Board of Governors of the National Association of Securities Dealers.

 


 


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