Murray (Terry) Forbes III CPA serves as Chief Financial Officer, Senior Vice President, Chief Accounting Officer, Treasurer, IR Contact Officer of the Company. He joined the Company in December 2014 as Vice President of Finance and has 18 years of experience across multiple industries in both the public and private sectors, including 12 years in public accounting. His expertise includes financial reporting for Securities and Exchange Commission registrants, capital markets, corporate governance, global tax and treasury matters, mergers and acquisitions and technology solutions. Prior to joining the Company, Mr. Forbes served as Senior Director, Assistant Controller of CEC Entertainment, Inc. (“CEC”), a Dallas-based company that develops, operates and franchises family dining and entertainment centers, from December 2012 to December 2014. CEC was a New York Stock Exchange listed company until February 2014. From September 2000 to December 2012, he worked at KPMG LLP, most recently as an audit senior manager. Mr. Forbes holds a bachelor’s degree in business administration from the University of Richmond and is a certified public accountant.
As the Chief Financial Officer、 Senior Vice President、 Chief Accounting Officer、 Treasurer、 IR Contact Officer of Westwood Inc, the total compensation of Murray Forbes at Westwood Inc is 497,940$. There are 6 executives at Westwood Inc getting paid more, with Brian O'Connor Casey CFP, CFP having the highest compensation of 750,433$.
Murray Forbes is 42, he's been the Chief Financial Officer、 Senior Vice President、 Chief Accounting Officer、 Treasurer、 IR Contact Officer of Westwood Inc since 2018. There are 14 older and no younger executives at Westwood Inc. The oldest executive at Westwood Holdings Group Inc is Raymond Wooldridge, 81, who is the Independent Director.
Murray's mailing address filed with the SEC is 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201.
Over the last 21 years, insiders at Westwood Inc have traded over 34,869,670$ worth of Westwood Inc stock and bought 77,590 units worth 1,242,264$ . The most active insiders traders include Susan M Byrne、Tom C Davis、Investors, Inc. Et Algabell.... On average, Westwood Inc executives and independent directors trade stock every 25 days with the average trade being worth of 60,384$. The most recent stock trade was executed by Matthew Lockridge on 6 March 2024, trading 14,000 units of WHG stock currently worth 168,140$.
westwood holdings group, inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. the firm has $21.6 billion in assets under management, of which $3.4 billion are in values-based and socially responsible investment mandates as of june 30, 2018. westwood offers a range of investment strategies including u.s. equities, multi-asset, global and emerging markets equities, global convertible securities and master limited partnerships (mlps) portfolios. access to these strategies is available through separate accounts, the westwood funds® family of mutual funds, ucits funds and other pooled vehicles. westwood benefits from significant, broad-based employee ownership and trades on the new york stock exchange under the symbol “whg.” based in dallas, westwood also maintains offices in toronto, boston and houston.
Westwood Inc executives and other stock owners filed with the SEC include: