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Jose Angel

Jose Angel

AVP Trader at Westwood Holdings Group Inc.

Houston, TX , United States

About

Jose Angel is currently AVP Trader at Westwood Holdings Group, Inc., based in Houston, Texas, where he is responsible for executing investment strategies and managing trading activities for the firm. In this capacity, he supports a diverse range of asset classes, likely including U.S. value equities, multi-asset portfolios, and alternatives, consistent with Westwood's product offerings and investment focus.

Prior to joining Westwood Holdings Group in late 2022, Jose Angel served as Senior Investment Associate at Salient Partners, L.P., where he gained deep expertise in portfolio construction and hedge fund trading from 2019 to 2022. Previously, he was a Hedge Fund Trader at Salient Partners for over seven years, where he focused on multi-strategy hedge funds, alternatives, and tactical asset allocation within institutional and high-net-worth portfolios.

Jose holds academic degrees from New Jersey City University and Marlboro, supporting a robust foundation in finance and investment management. With over a decade of professional trading experience, he is recognized for his contributions to multi-asset investing and risk management across equities, alternatives, and hedge fund strategies in institutional settings.

Career History

OrganizationRoleDate RangeDetails
Westwood Holdings Group, Inc.AVP TraderNov 2022 to Present
SALIENT PARTNERS, L.PSenior Investment AssociateJan 2019 to Nov 2022
Salient PartnersHedge Fund TraderJan 2011 to Dec 2018
Part of the mlp portfolio management team where my daily responsibilties include updating hedge fund exposures, models, market reports, and in discussion daily on executing trade opportunities within ...
RDG Capital LLCDirector of Manager Research and TradingJul 2010 to Dec 2010
Telemus Capital PartnersDirector of Manager Research and TradingMar 2010 to Jun 2010
Telemus Capital PartnersResearch AnalystAug 2009 to Mar 2010
Telemus Capital PartnersFinancial AnalystJan 2007 to Aug 2009
Wachovia SecuritiesFinancial ConsultantJan 2006 to Jan 2007
Montvale MortgageLoan OfficerJan 2004 to Jan 2006
UBSSales LiaisonJan 2002 to Jan 2004
Paine WebberTrading AssistantJan 1998 to Jan 2002
PaineWebberSenior Records RepJan 1997 to Jan 1998

Education

New Jersey City University

1994 1998

Marlboro

Skills & Expertise

Alternative Investments
Series 7
Hedge Funds
Asset Allocation
Finance
Asset Management
Investments
Portfolio Management
Series 65
Series 63
Bloomberg Terminal
Hedging

Others at Westwood Holdings Group Inc. (22)

NameRoleLocation
C
Christopher Hartman
Portfolio ManagerPhoenix, AZ , United States
D
Danyell Ackerman
AVP Trust TraderTX , 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
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