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About
Jennings Lawson serves as a Portfolio Analyst at Westwood Holdings Group, Inc., an investment management firm headquartered in Dallas, Texas. In this role, he assists in managing client portfolios, focusing on asset allocation, market analysis, and investment strategy implementation. Westwood specializes in both equity and fixed income portfolios, indicating his exposure to a range of asset classes with particular emphasis on public equities and multi-asset strategies.
Prior to joining Westwood Holdings Group in 2024, Lawson was a Student Investment Analyst with the Capstone Asset Management Society, where he gained hands-on experience in security selection, portfolio construction, and sector analysis from 2020 to 2024. He also demonstrated leadership and financial oversight as Treasurer at Kappa Alpha Order, further honing his analytical and organizational skills.
Lawson holds a Bachelor of Science in Commerce and Business Administration with a major in Finance from The University of Alabama, complemented by advanced coursework in the History of the Financial Markets from the London School of Economics and Political Science. His background combines robust financial modeling expertise with a nuanced understanding of historical financial trends, equipping him to support investment strategies across diverse market environments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westwood Holdings Group, Inc. | Portfolio Analyst | Nov 2024 to Present | — |
| Capstone Asset Management Society | Student Investment Analyst | Nov 2020 to Apr 2024 | Financial Services Analyst |
| Kappa Alpha Order | Treasurer | Nov 2022 to Jan 2024 | — |
| ServisFirst Bank | Credit Analyst Intern | May 2023 to Aug 2023 | — |
| Jim Bishop Cabinets, Inc. | Warehouse Worker | Jun 2021 to Jul 2021 | — |
| Capell & Howard, P.C., Attorneys At Law | Office Intern | May 2019 to Aug 2019 | — |
Education
The University of Alabama
Bachelor of Science in Commerce and Business Administration, Finance
2020 — 2024
The London School of Economics and Political Science (LSE)
History of the Financial Markets
2022 — 2022
Montgomery Academy
High School Diploma
2016 — 2020
Others at Westwood Wealth Management (22)
| Name | Role | Location |
|---|---|---|
C Christopher Hartman | Portfolio Manager | Phoenix, AZ , United States |
D Danyell Ackerman | AVP Trust Trader | TX , United States |
| Vice President, Portfolio Manager, Research Analyst | Dallas, TX , United States | |
| Senior Analyst | New York, NY , United States | |
| AVP Trader | Houston, TX , United States | |
| Research Associate | Houston, TX , United States | |
| VP Trader | Traverse City, MI , United States | |
| VP, Research Analyst and Portfolio Manager | Dallas, TX , United States | |
| Vice President, Senior Portfolio Manager | Houston, TX , United States | |
| SVP, Head of U.S. Value and Senior Portfolio Manager | Dallas, TX , United States |