Root has been a member of the Westwood Trust team for 20 years, most recently as senior vice president, trust investment officer. He works with affluent individuals and families, as well as charitable endowments, foundations and corporate retirement plans.

“As president, he will lead Westwood Trust in its next phase of growth," said Brian Casey, Westwood's chief executive.

As well as its Dallas base, Westwood maintains offices in Omaha and Toronto.