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September 02, 2015 5:11 AM ET

Capital Markets

Company Overview of Westwood Trust

Company Overview

McCarthy Group Advisors, L.LC is an employee owned investment manager. The firm also provides fiduciary care, investment policy statements, ongoing review, cash management, fiduciary plan reviews and consulting, comprehensive financial planning, retirement planning, estate planning, investment planning, portfolio analysis, college savings programs, and risk management services to its clients. It primarily provides its services to high net worth individuals. The firm also caters to individuals, corporations, investment companies, pension and profit sharing plans, pooled investment vehicles, non-profit organizations, partnerships, and 401k plans. It manages separate client focused equity and f...

1125 South 103rd Street

Suite 250

One Pacific Place

Omaha, NE 68124

United States

Founded in 1986

Phone:

402-393-1300

Fax:

402-361-2053

Key Executives for Westwood Trust

President
Age: 54
Operations Manager
Senior Vice President and Partner
Manager, Partner, Vice President, and Chief Investment Officer
Manager, Treasurer, Managing Director, and Chief Compliance Officer
Compensation as of Fiscal Year 2015.

Westwood Trust Key Developments

Westwood Trust Appoints Michael Meadows as Senior Vice President

Westwood Trust announced the addition of Michael Meadows, an executive with proven Dallas leadership, as Senior Vice President. Michael is responsible for new business development focusing on individuals, families, foundations and non-profit organizations. Meadows has extensive professional experience in working with foundations and non-profit management boards. Prior to joining Westwood Trust, he served as the President and CEO of the Dallas Zoological Society where he led the effort to transform it into one of the nation's top zoological parks.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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