William Costello

William Costello, CFA, is Senior Vice President, Director of Equity Portfolios, and Senior Portfolio Manager at Westwood Holdings Group, Inc., based in Dallas, Texas. In his current leadership role, he oversees the management of a range of equity, value, and multi-asset strategies, with particular responsibility for U.S. value equity portfolios and institutional investment solutions. His responsibilities include driving portfolio construction, overseeing research processes, and leading the equity team.

With a career at Westwood Holdings Group dating back to July 2010, Mr. Costello has served as Portfolio Manager, Research Analyst, and Co-Director of Equity Portfolios, consistently focusing on value-oriented equity management. He is recognized for his deep expertise in small-cap and multi-cap U.S. equities, and has participated in industry panels discussing the small-cap investment landscape and related tactical strategies.

Mr. Costello holds an MBA in Finance from Boston University’s Questrom School of Business and a BA in Economics from Marietta College. As a CFA charterholder, he is respected for his rigorous investment research, leadership in equity portfolio management, and contributions to institutional asset management, particularly within the U.S. value equity space.