Adrian Helfert
Corporate Officer/Principal bij WESTWOOD HOLDINGS GROUP, INC.
Vermogen: 2 M $ op 30-04-2024
Profiel
P.
Adrian Helfert is currently the SVP & Director of Multi-Asset Portfolios at Westwood Management Corp.
(Texas) and the Chief Investment Officer-Alternative at Westwood Holdings Group, Inc. Previously, he served as the Head of Global Fixed Income at Amundi Smith Breeden LLC from 2013 to 2018.
He completed his undergraduate degree at the University of Virginia in 1998 and earned an MBA from The Fuqua School of Business in 2004.
Bekende belangen in openbare bedrijven
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 23-02-2024 | 156 504 ( 1.68% ) | 2 M $ | 30-04-2024 |
Actieve functies van Adrian Helfert
| Bedrijven | Functie | Begin |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Corporate Officer/Principal | 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. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Adrian Helfert
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 08-01-2018 |
Opleiding van Adrian Helfert
| The Fuqua School of Business | Masters Business Admin |
| University of Virginia | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Finance |
| Bedrijven in privébezit | 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 |
