William R. Hardcastle
Corporate Officer/Principal at CFA Institute
Profile
William R.
Hardcastle is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth, Inc. He was a Principal at The Southern Co. from 1994 to 1999 and a Portfolio Manager at Discovery Management Ltd.
from 1989 to 1991.
He was also an Associate at Broadband Venture Partners LLC.
He served as the Chief Financial Officer & Head-Investor Relations at Westwood Holdings Group, Inc. from 2001 to 2014.
Mr. Hardcastle received his undergraduate degree from Southern Methodist University in 1989 and his MBA from The Fuqua School of Business.
He currently holds positions at the CFA Institute and the CFA Society of Dallas-Fort Worth, Inc.
William R. Hardcastle active positions
| Companies | Position | Start |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal | - |
Former positions of William R. Hardcastle
| Companies | Position | End |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Director of Finance/CFO | 2014-08-17 |
| SOUTHERN COMPANY | Corporate Officer/Principal | 1999-12-30 |
Discovery Management Ltd.
 Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Portfolio Manager-Equities | 1991-12-30 |
Broadband Venture Partners LLC
 Broadband Venture Partners LLC Investment ManagersFinance Broadband Venture Partners LLC (Broadband Venture) is a venture capital firm founded in 1999 by John A. Drossos and Andy Love. The firm is headquartered in Dallas, Texas. | Corporate Officer/Principal | - |
Training of William R. Hardcastle
| Southern Methodist University | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Finance |
| SOUTHERN COMPANY | Utilities |
| Private companies | 4 |
|---|---|
Broadband Venture Partners LLC
Broadband Venture Partners LLC Investment ManagersFinance Broadband Venture Partners LLC (Broadband Venture) is a venture capital firm founded in 1999 by John A. Drossos and Andy Love. The firm is headquartered in Dallas, Texas. | Finance |
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| CFA Society of Dallas-Fort Worth, Inc. |
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