Adrian Helfert

Adrian Helfert is Chief Investment Officer of Alternative and Multi-Asset Investments at Westwood Holdings Group, Inc., where he oversees investment strategy and portfolio management across a range of alternative and multi-asset products. His key responsibilities include leadership of teams managing absolute return, global total return, income alternatives, and tactical multi-asset portfolios, with a specific focus on both traditional and alternative asset classes such as equities, global fixed income, and real assets.

Helfert brings more than two decades of investment management experience, previously serving as Deputy Head of Global Aggregate at Amundi and as a senior portfolio manager and member of the senior investment committee advising on multi-asset solutions in global markets. At Westwood, he is recognized for expanding the firm’s capabilities in alternative, income, and tactical investment approaches, serving both institutional and wealth management clients.

He holds a Master of Business Administration in Finance from Duke University and a Bachelor of Arts in Physics from the University of Virginia. Known for his expertise in active management, Adrian's contributions span strategic asset allocation, risk management, and the development of innovative portfolio solutions across public and private market sectors.