Career
Brian Casey has been CEO, Director of Westwood Management since January 2006. Brian Casey is a control person of the firm and directly owns under 5% of it. Brian Casey holds an MBA from The University of Texas at Dallas and a BS in Finance from Trinity University.
Westwood Management Corp is a Dallas, TX firm with $12.5B under management, 247 clients and 68 advisers across 3 offices, as of its March 2026 filing.
Westwood identifies Brian O. Casey as its CEO. It says he joined the firm in 1992 and became CEO in 2005.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Westwood Management
- CFP®
- CETF
Individual registration and examination information for Brian Casey is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Brian Casey
- CRD
- 1409741
- Record basis
- Form ADV officer listing
- Firm bio
- westwoodgroup.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Brian Casey work?
Brian Casey has been CEO, Director of Westwood Management Corp since January 2006, and is a control person of the firm.
Is Brian Casey a CFP?
Westwood Management lists Brian Casey with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Official firm biography