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Nome | Título | Desde | Até |
---|---|---|---|
John M. Montgomery | Managing Partner | 2006 | Agora |
Biografia | A Managing Partner and Portfolio Strategist on the Westfield Capital Investment Committee, John joined Westfield in 2006, after spending five years as a Managing Director, Equities Division at Lehman Brothers. He has also held equities-related positions at JP Morgan Securities and Morgan Stanley in Boston. John began his career at Procter and Gamble in 1987. John holds a Masters in Management from the JL Kellogg Graduate School of Management at Northwestern University and earned his undergraduate degree at Trinity College. He is a member of the Market Technicians Association, The Boston Eco | ||
Richard D. Lee | Managing Partner | 2004 | Agora |
Biografia | Richard D. Lee, CFA® is a Managing Partner and Deputy Chief Investment Officer. He joined Westfield in 2004, and has been a member of Westfield’s Investment Committee since then. He covers Hardware, Semiconductors and IT Services. Before joining Westfield, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions. Rich earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst. He enjoys playing tennis and spending time with his young family. | ||
Ethan J. Meyers | Vice President | 1999 | Agora |
Biografia | Ethan is a Managing Partner and Director of Research at Westfield Capital. As a member of the Investment Committee, he contributes ideas to all of Westfield’s products, with a specific concentration in Business, Financial, and Consumer Services. In 1999, Ethan joined the Westfield team after working as a Research Analyst at Johnson Rice & Company LLC, in New Orleans, LA. A Chartered Financial Analyst, Ethan earned a Bachelor of Science degree from the A.B. Freeman School of Business at Tulane University in 1996. He is a member of the Boston Society of Security Analysts. In addition to spending time with his family, Ethan enjoys guitar, basketball, golf and scuba diving. | ||
William A. Muggia | CIO (Chief Investment Officer) | 1999 | Agora |
Biografia | Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base. | ||
John A. Gibbons | Co-Portfolio Manager | 2008 | 2011 |
Biografia | Mr. Gibbons is Co-Portfolio Manager of TCW's Value Added and Value Opportunities strategies. He joined TCW in 2000 as a Vice President in the Value Added/Value Opportunities groups principally covering the industrial, energy and materials industries. Along with his research duties, he has also spent a portion of his time marketing both strategies to existing and potential clients. Prior to joining TCW, he was associated with Odin Partners, L.P., Merrill Lynch & Co., Inc. and Bear, Stearns and Co., Inc., where he worked as an Equity Research Analyst specializing in consumer product companies. Previously, he was a Corporate Loan Officer with BayBanks, now part of Bank of America. Mr. Gibbons received his AB from Bowdoin College in Biochemistry and holds an MBA from the Fuqua School of Business at Duke University. ARCO Investment Management Company responsible for the large cap value Strategic Fund. Prior to managing investments, he held the position of Director of Investor Relations and also managed a Corporate Finance and Profit Planning unit, both at ARCO. Mr. Snider received a BA in Quantitative Economics from Claremont Men's College and an MBA from the University of Southern California. Mr. Snider is also the Chairman of the Investment Committee and the Board of Trustees at the Mayfield Senior School in Pasadena. | ||
Susan I. Suvall | Group Managing Director | 2001 | 2011 |
Biografia | Ms. Suvall is Co-Portfolio Manager for TCW’s Value Opportunities strategy and the Senior Advisor for the TCW Value Added strategy. Ms Suvall joined TCW in 1985 as an Equity Analyst covering various industries and special situations for the small cap portfolio management team. Prior to joining TCW, she was with WertheimSchroder and Co., where she served as a Research Liaison to equity sales from 1983 to 1985. Prior to WertheimSchroder, she was an Options Trader at Morgan Stanley from 1981 to 1983. Ms. Suvall graduated from the University of Pennsylvania with a BA in International Relations in 1981. | ||
Matthew W. Strobeck | Senior Security Analyst | 2008 | 2010 |
Biografia | MATTHEW W. STROBECK, PhD Security Analyst, Covers Biotechnology and Life Sciences 2003: Westfield Capital Management, Boston, MA; Security Analyst 2003: Food and Drug Administration, Rockville, MD; Consultant to Commissioner 2002-2007: Hestion, Boston, MA; Board Member 2004: Massachusetts Institute of Technology; MBA candidate 2004: Harvard Medical School, MS candidate 2002: Massachusetts Institute of Technology, Fellow 2001: University of Cincinnati, Ph.D. 1996: St. Lawrence Univ., BS | ||
Scott R. Emerman | Vice President | 2002 | 2010 |
Biografia | Westfield Capital welcomed Scott in 2002, and he is now a Partner and a member of the firm’s Investment Committee. Scott’s research encompasses the Consumer Discretionary sector. Prior to joining Westfield, Scott spent five years as Vice President of Equity Research at Harbor Capital Management in Boston. In 1997, Scott was an Associate in the High Yield Research Group at Morgan Stanley Dean Witter. He began his career in 1991 at Dean Witter Reynolds, where he covered the specialty retail and footwear industries. Scott is a Chartered Financial Analyst and earned his Bachelor of Sciences degree from Lehigh University. He is a member of the Boston Security Analysts Society. Active in the community, Scott is a Power Lunch volunteer with Boston Partners in Education, and also gives his time to the Director’s Club at the Home for Little Wanderers. He is a member of the investment committee at Hebrew Senior Life, a nonprofit, non-sectarian organization focused on providing communities and health care for seniors, research into aging, and education for geriatric care providers. | ||
Arthur J. Bauernfeind | Chairman | 1994 | 2010 |
Biografia | Chairman Emeritus Economic Outlook & Market Strategy 1990-Present: Westfield Capital Management Company, Boston, MA 1979-1990: Loomis Sayles & Co., Boston, MA; Managing Partner and Vice President 1973-1979: White, Weld & Co., Boston, MA; First Vice President and Senior Portfolio Manager 1969-1973: Unified Mutual Funds, Inc., Indianapolis, IN; VP and Senior Fund Manager 1962-1969: First National Bank, Niles, MI; Trust Investment Officer 1961: University of Kentucky, MBA 1960: Murray State University, BA | ||
Nicholas F. Galluccio | CEO | 2001 | 2008 |
Biografia | Portfolio Manager of the TETON Westwood SmallCap Equity Fund and the TETON Westwood Mid-Cap Equity Fund, Mr. Galluccio, joined Teton Advisors, Inc. in 2008, after a 25 year career at Trust Company of the West (TCW) where he was Group Managing Director, U.S. Equities and led the investment team for the TCW SmallCap Value Added and TCW MidCap Value Opportunities equity strategies. He was senior portfolio manager and co-managed both strategies since their inception. Prior to TCW, he was with Lehman Brothers Kuhn Loeb where he was a security analyst specializing in the semiconductor industry. Prio |
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