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Murray Forbes

SVP, Chief Financial Officer, Treasurer at Westwood Management

Officer recordForm ADV filed 31 March 2026

Murray Forbes is SVP, Chief Financial Officer, Treasurer of Westwood Management Corp, a Dallas investment adviser.

Career

Murray Forbes has been SVP, Chief Financial Officer, Treasurer of Westwood Management since November 2018. Murray Forbes is a control person of the firm and directly owns under 5% of it. Murray Forbes holds a BBA in Accounting from the University of Richmond.

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’s 2025 proxy says Murray Forbes became CFO and Treasurer in November 2018 after serving as Vice President of Finance from December 2014. He previously worked at CEC Entertainment and KPMG.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Murray Forbes 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
Murray Forbes
CRD
7091298
Record basis
Form ADV officer listing
Firm bio
sec.gov

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Murray Forbes work?

Murray Forbes has been SVP, Chief Financial Officer, Treasurer of Westwood Management Corp since November 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Westwood Management

Sources

  1. IAPD individual lookup, CRD 7091298. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Westwood Management Corp, filed 31 March 2026. Title, control and ownership bands.
  3. Westwood Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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