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Brad Eisen, CFP(R), CIMA(R) - Email & Phone Number

Vice President, Senior Divisional Consultant at Westwood Holdings Group, Inc.

Brad Eisen, CFP(R), CIMA(R) is based out of New York, New York, United States and works at Westwood Holdings Group, Inc. as Vice President, Senior Divisional Consultant.

Brad Eisen, CFP(R), CIMA(R)'s Contact Information

Latest update
May 15, 2024
Location
New York, New York, United States

Brad Eisen, CFP(R), CIMA(R)'s Work History

Vice President, Senior Divisional Consultant
Westwood Holdings Group, Inc.
Nov 2022 - Present
Senior Divisional Director
Westwood Holdings Group, Inc.
Nov 2022 - Present
Senior Divisional Director
Salient
Nov 2019 - Present
Senior Vice President
Salient
Apr 2013 - Nov 2019
Branch Analyst
UBS
Dec 2010 - Apr 2013

Brad Eisen, CFP(R), CIMA(R)'s Education

Bachelors
1999 - 2003

Brad Eisen, CFP(R), CIMA(R)'s Skills

Alternative Investments
Bloomberg
Bonds
Capital Markets
ETFs
Equity Research

Brad's current employer

Westwood Holdings Group, Inc. logo

Westwood Holdings Group, Inc.

Description
Westwood Group offers high-conviction equity and outcome-oriented investments along with extensive wealth management services. We serve i...
HQ Location
Dallas, TX, United States
Number of employees
51-200
Industry
Investment Management
Latest update
May 1, 2024

Frequent questions about Brad Eisen, CFP(R), CIMA(R)

What company is Brad Eisen, CFP(R), CIMA(R) working for?
Brad Eisen, CFP(R), CIMA(R) works for Westwood Holdings Group, Inc..
What is Brad Eisen, CFP(R), CIMA(R)'s function at Westwood Holdings Group, Inc.?
Brad Eisen, CFP(R), CIMA(R) is Vice President, Senior Divisional Consultant at Westwood Holdings Group, Inc..
Where is Brad Eisen, CFP(R), CIMA(R) based?
Brad Eisen, CFP(R), CIMA(R) is based out of New York, New York, United States.
What's the ticker symbol of Westwood Holdings Group, Inc.?
Westwood Holdings Group, Inc.'s ticker symbol is WHG.
Who are Brad Eisen, CFP(R), CIMA(R)'s co-workers?
Brad Eisen, CFP(R), CIMA(R)'s colleagues are Susan Byrne, Randy Flowers, Brian Casey, Leah Bennett, Gregory Reid, Kari Saenz, Pamela Brewsaugh, Kyle Martin, Jonathan Dale, Roz Washington, Nora Donnelly, Greg Casamayor, Brad Boozer, Kimberly Redmond Mastrangeli, Jill Meyer, Maria Asher, Ted Gardner, Shelitha Smodic, Matt Lockridge, Parag Sanghani, Karla Dominguez, Blair Albert, Erica Abarca, Meagan Sifuentes, Michelle Neber, Danielle McLean, Scott Lawson, John Ehinger, John Gorrell, Matthew Na, Michael Wall, David Friedman, Frederic Rowsey, Bill Hardcastle, West Wood.
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Brad's co-workers

Susan Byrne avatar
Susan Byrne
Founder, Vice Chairman of the Board
Randy Flowers avatar
Randy Flowers
Group CEO
Brian Casey avatar
Brian Casey
Chief Executive Officer
Leah Bennett avatar
Leah Bennett
President - Westwood Wealth Management
Gregory Reid avatar
Gregory Reid
President of Real Assets
Kari Saenz avatar
Kari Saenz
Senior Vice President, Manager Portfolio Operations and Performance Measurement
Pamela Brewsaugh avatar
Pamela Brewsaugh
Vice President, Information Security Officer
Kyle Martin avatar
Kyle Martin
VP, Research Analyst/Portfolio Manager
Jonathan Dale avatar
Jonathan Dale
Vice President, Director of Vehicle Management
Roz Washington avatar
Roz Washington
AVP, HR Business Partner
Nora Donnelly avatar
Nora Donnelly
AVP, Compensation and Benefits Manager
Greg Casamayor avatar
Greg Casamayor
Vice President, Private Wealth Advisor
Brad Boozer avatar
Brad Boozer
VP, Systems Engineering and Desktop Support
Kimberly Redmond Mastrangeli avatar
Kimberly Redmond Mastrangeli
VP Trader
Jill Meyer avatar
Jill Meyer
Senior Vice President, Director of Fiduciary Services
Maria Asher avatar
Maria Asher
Vice President, Senior Portfolio Manager
Ted Gardner avatar
Ted Gardner
Sr. Vice President | Sr. Portfolio Manager
Shelitha Smodic avatar
Shelitha Smodic
Vice President, Private Wealth Advisor
Matt Lockridge avatar
Matt Lockridge
SVP, Head of U.S. Value & Senior Portfolio Manager
Parag Sanghani avatar
Parag Sanghani
SVP & Portfolio Manager - Energy Infrastructure
Karla Dominguez avatar
Karla Dominguez
Senior Vice President, Private Wealth Advisor
Blair Albert avatar
Blair Albert
Vice President
Erica Abarca avatar
Erica Abarca
Associate Vice President, Senior Client Advocate
Meagan Sifuentes avatar
Meagan Sifuentes
VP, Business Intelligence
Michelle Neber avatar
Michelle Neber
Vice President, Manager - Retirement Plans, Audit, and Trading
Danielle McLean avatar
Danielle McLean
VP, Institutional Sales & Consultant Service
Scott Lawson avatar
Scott Lawson
VP Analyst/PM
John Ehinger avatar
John Ehinger
Vice President and Associate General Counsel
John Gorrell avatar
John Gorrell
Vice President - Senior Divisional Consultant
Matthew Na avatar
Matthew Na
Vice President, Portfolio Manager, Research Analyst
Michael Wall avatar
Michael Wall
VP, Portfolio Manager & Analyst
David Friedman avatar
David Friedman
Vice President - Senior External Wholesaler
Frederic Rowsey avatar
Frederic Rowsey
Vice President, Portfolio Manager, Research Analyst
Bill Hardcastle avatar
Bill Hardcastle
Senior Vice President, Strategic Planning and Program Management
West Wood avatar
West Wood
Vice President, Portfolio Manager at Westwood International Advisors
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