Trip Rodgers

Trip Rodgers, CFA, is Senior Vice President, Portfolio Manager, and Senior Research Analyst at Westwood Holdings Group, Inc. based in Dallas, Texas. In this role, he is responsible for portfolio construction, securities selection, and providing in-depth research coverage for various investment strategies, contributing to the firm’s value equity and multi-asset offerings. His expertise at Westwood focuses primarily on U.S. value equities as well as multi-asset portfolio solutions, where he leverages his analytical experience to identify opportunities within public equity markets and broader asset allocation frameworks.

Previously, Trip served as Portfolio Manager at BP Capital Fund Advisors and Carlson Capital, where he managed portfolios and developed research-driven investment theses across multiple sectors. His background includes significant experience in alternative investments and hedge fund strategies, further enhancing his multi-sector analytical capability.

Trip holds a Bachelor’s degree in Consumer Economics and Housing with a concentration in Economics from Cornell University. As a CFA charterholder, he is recognized for rigorous fundamental research and disciplined portfolio management, having contributed to the industry over two decades with a consistent focus on equity analysis and portfolio strategy in both traditional and alternative asset classes.