ABOUT US
THE OBJECTIVE: To continuously improve the value of our clients' investment portfolios in the most tax-efficient manner.
Westwood Asset Management is an investment advisor located in Westwood, California. The company manages the stock, bond, fund and real assets of individuals and corporations. Westwood facilitates strategies to protect and grow financial assets. The primary strategy employed by Westwood is to invest and reinvest client’s portfolios with the objective of attaining long term capital gains and income. The advisors can provide services regarding investments in securities, asset allocation, and the selection of investments.
Robert Allen Cooke
Allen Cooke, the Portfolio Manager of Westwood Asset Management, has over fifteen years of experience serving institutional and individual clients. Prior to Westwood Asset Management, he was the head of fixed income, research and trading for Western International Securities. Mr. Cooke has researched and correctly forecasted a number of economic situations involving companies, markets and industries. His financial history also includes complex analysis, of individual companies. Mr. Cooke holds series 86 and 87 analyst license. Mr. Cooke wrote numerous research reports from 2002 to 2005. Allen brings his skills as an analyst to create value for the clientele of Westwood.
Robert A Cooke Sr.
Robert A Cooke Sr. (Bob) Cooke, Managing Partner and Head of Marketing for Westwood Asset Management, has over 28 years of experience in the financial industry, focusing primarily on fixed income. Bob was awarded “Top Municipal Bond Producer” and was the Municipal Bond coordinator for Drexel Burnaham’s flagship office in Beverly Hills. Bob was also Municipal Bond coordinator for Sutro Los Angles and one of the top municipal bond producers in the US for Smith Barney. In 1993 Bob became Managing Director of Imperial Capital and over saw a seven member team specializing in high yield and distressed debt.
Rustin J.J. Feldman
J.J. previously worked in film finance for a management and production company helping to package and finance films utilizing equity funds, gap financing, tax advantaged incentives, and foreign pre-sales. Prior to that J.J. worked in the Finance department of the Endeavor Talent Agency. J.J. began his career at KPMG doing middle market valuations and M&A advisory work.
