William Costello

Senior Vice President, Senior Portfolio Manager @Westwood Holdings Group, Inc.

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2016 — Present

Senior Vice President, Senior Portfolio Manager @Westwood Holdings Group, Inc.

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I manage the SmallCap Value product and cover Energy and Utility stocks.

EDUCATION

1985 — 1987

Questrom School of Business, Boston University

Mba, Finance

1978 — 1982

Marietta College

Ba, Economics

SKILLS

EnergySecurity AnalysisEquity ResearchFinancial AnalysisInvestment ManagementBloombergInvestment StrategiesCapital MarketsEquity ValuationAsset AllocationMutual FundsFinancial ModelingPortfolio ManagementSecuritiesInvestmentsAsset ManagementFinancial MarketsAnalysisStock PickingEquitiesValuation

ABOUT WILLIAM COSTELLO

Mr. Costello joined Westwood in 2010 and serves as a Portfolio Manager. He is also responsible for investment research within the Energy and Utilities sectors and is a member of the Energy/Utilities research group.Mr. Costello began his career with Investors Bank and Trust in 1992 and subsequently joined Delphi Management and The Boston Company.Mr. Costello earned an MBA from Boston University and a BA in Economics from Marietta College. He is a member of the CFA Institute, the Boston Security Analysts Society, and the National Association of Petroleum Investment Analysts.

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William Costello — Senior Vice President, Senior Portfolio Manager at Westwood Holdings Group, Inc. in Dallas, TX, US | Unifers