Adrian Helfert

Corporate Officer/Principal en WESTWOOD HOLDINGS GROUP, INC. .

Fortuna: 2 M $ al 30/04/2024

Finance

Consumer Services

Perfil

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.

Participaciones conocidas en empresas públicas

Empresa	Fecha	Número de acciones	Valoración	Fecha de valoración
WESTWOOD HOLDINGS GROUP, INC. 1.68%	23/02/2024	156 504 ( 1.68% )	2 M $	30/04/2024

Cargos activos de Adrian Helfert

Empresas	Cargo	Inicio
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.	Gestor de Cartera-Acciones	-

Todos los cargos activos de Adrian Helfert

Antiguos cargos conocidos de Adrian Helfert.

Empresas	Cargo	Fin
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

Ver el detalle de la experiencia de Adrian Helfert.

Formación de Adrian Helfert.

The Fuqua School of Business	Masters Business Admin
University of Virginia	Undergraduate Degree

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Empresas relacionadas

Empresas cotizadas	1
WESTWOOD HOLDINGS GROUP, INC.	Finance

Empresas privadas	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