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Danyell Ackerman

AVP Trust Trader at Westwood Holdings Group Inc.

TX , United States

About

Danyell Ackerman serves as Associate Vice President and Trust Trader at Westwood Holdings Group, Inc., where she is a key member of the trading team specializing in trust and institutional accounts. Her current responsibilities include overseeing trade execution and settlement, contributing to asset allocation strategies, and supporting portfolio management for high-net-worth and institutional clients. Ackerman’s expertise encompasses multi-asset portfolios, with a primary focus on equities, fixed income, and diversified investment products tailored for trust and wealth management operations.

Prior to her current role, Ackerman advanced through several operational positions at Westwood Holdings Group and developed substantial experience in institutional equity sales at Jefferies & Company, where she built strong relationships with asset managers and facilitated large-scale equity transactions. Her broad sector knowledge and operational acumen equip her to manage complex trading environments and implement best practices for trade execution and compliance.

Ackerman holds a Bachelor of Business Administration in Management and Marketing from Stephen F. Austin State University. Throughout her career, she has contributed to process improvements and efficient trade workflow solutions, reflecting her commitment to excellence in investment operations and client service within the wealth and trust management sectors.

Career History

OrganizationRoleDate RangeDetails
Westwood Holdings Group, Inc.AVP Trust TraderFeb 2018 to Present
Westwood Holdings Group, Inc.OperationsMar 2012 to Feb 2018
Jefferies & CompanyInstitutional Equity SalesJul 2002 to Dec 2011
The Crossroads GroupTeam AssistantJan 2001 to Jan 2002

Education

Stephen F. Austin State University

BBA, Management/Marketing

1992 1996

Skills & Expertise

Series 63
Bloomberg
Word
Excel
Outlook
Series 7
Equity Trading
Equities
Lotus Notes

Others at Westwood Holdings Group Inc. (22)

NameRoleLocation
C
Christopher Hartman
Portfolio ManagerPhoenix, AZ , United States
Frederic Rowsey
Frederic Rowsey
Vice President, Portfolio Manager, Research AnalystDallas, TX , United States
Jack Marecki
Jack Marecki
Senior AnalystNew York, NY , United States
Jose Angel
Jose Angel
AVP TraderHouston, TX , United States
Justin Taylor
Justin Taylor
Research AssociateHouston, TX , United States
Kimberly Mastrangeli
Kimberly Mastrangeli
VP TraderTraverse City, MI , United States
Kyle Martin
Kyle Martin
VP, Research Analyst and Portfolio ManagerDallas, TX , United States
Maria Asher
Maria Asher
Vice President, Senior Portfolio ManagerHouston, TX , United States
Matt Lockridge
Matt Lockridge
SVP, Head of U.S. Value and Senior Portfolio ManagerDallas, TX , United States
Michael Kovacs
Michael Kovacs
Senior Solutions Portfolio ManagerChicago, IL , United States
Showing 1-10 of 22 team members