Career
Susan Montgomery has been Chairman and Director of Westwood Management since February 1983. Susan Montgomery is a control person of the firm and directly owns under 5% of it.
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.
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
Individual registration and examination information for Susan Montgomery 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
- Susan Montgomery
- CRD
- 2415157
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Susan Montgomery work?
Susan Montgomery has been Chairman and Director of Westwood Management Corp since February 1983, and is a control person of the firm.