Kimberly Mastrangeli

Kimberly Mastrangeli is Vice President Trader at Westwood Holdings Group, Inc., where she manages trading activities—with a focus on high-net-worth client accounts—and oversees execution strategy across multiple asset classes for institutional and private wealth portfolios. Based in Traverse City, MI, she brings specialized expertise in equity markets, multi-asset trading, and compliance within the financial services sector, aligning with Westwood’s investment approach and platform.

Prior to joining Westwood Holdings Group, Kimberly was a HNW Trader at Smith Group Asset Management, where she focused on serving high-net-worth individuals through tailored asset management services. She began her career as a Junior Research Analyst at SSR Capital Partners, gaining foundational experience in investment research and market analysis across public equities and portfolio risk management.

Kimberly holds a Bachelor of Business Administration in Finance from Southern Methodist University, equipping her with strong analytical, compliance, and trading skills. Throughout her tenure in finance, she has contributed to advancing trade execution standards and optimizing multi-sector portfolio allocations, with a particular emphasis on equities, multi-asset strategies, and high-net-worth investor solutions.