Kovacs enhances Westwood’s equity solutions, focusing on tech-driven investment advisory services

Westwood Holdings Group, an investment management boutique and wealth management firm focused on U.S. Value, Multi-Asset, Real Assets, Alternatives and Custom Investment Solutions, announces the addition of Michael Kovacs as a senior solutions portfolio manager on its Managed Investment Solutions Team. Operating from the Chicago office, Mr. Kovacs will spearhead the design and execution of technology-driven equity solutions that emphasize adaptability, transparency and outcomes. The Managed Investment Solutions capability was added last year to bolster the firm’s ability to provide customized solutions to institutional and wealth investors.

“Michael Kovacs brings a wealth of experience in using technology to enhance investment strategies and operational efficiency,” said Brian O. Casey, CEO of Westwood Holdings Group. “His expertise in customizing technology solutions as they are integrated into an investment approach in support of helping clients based on their unique investment objectives will significantly contribute to our client offerings.”

Mr. Kovacs has more than 20 years of investment experience at the intersection of technology and investment solutions, with significant experience leveraging innovative technology to enhance portfolio management capabilities. Previously, Mr. Kovacs served as head of investment technology strategy at Legal & General Investment Management. In this capacity, he played a pivotal role in bridging the gap between investment and technology teams, leading to the successful execution of strategic and tactical projects. His contributions significantly enhanced operational efficiency and scalability.

Mr. Kovacs will report directly to the Head of the Managed Investment Solutions Team, Greg Behar.

“We’re thrilled to welcome Mike to our team. We’ve collaborated for over 15 years across various investment institutions,” stated Mr. Behar. “Mike brings a wealth of experience, ranging from designing and implementing indices to his demonstrated ability to design investment systems, which are crucial to enhancing implementation efficiency and scaling custom solutions.”

ABOUT WESTWOOD HOLDINGS GROUP, INC.

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.

Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, the Westwood Funds^® family of mutual funds, exchange-traded funds (ETFs) 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 Chicago, Houston and San Francisco.

For more information on Westwood, please visit westwoodgroup.com.

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