Managed by Westfield Management Company, L.P. (Since 11/1/2000)
Westfield Capital Management Company, L.P. is dedicated to providing superior and consistent investment performance based on a disciplined, team-based approach, with exceptional client service. Westfield believes their greatest strength comes from the collective wisdom of a fully engaged and inspired team working together with clear objectives. Additionally, Westfield embraces their partnership structure, which aligns the advancement of the organization with their clients, and serves to attract and retain exceptional talent.
William A. Muggia
Mr. Muggia is President, Chief Executive Officer and Chief Investment Officer, and he also chairs the Investment Committee and serves as Market Strategist. He joined Westfield Capital Management Company in 1994. Previously, he spent three years at Alex. Brown & Sons, and eight years at Kidder Peabody & Co. He received a BA from Middlebury and an MBA from Harvard Business School.
Richard D. Lee, CFA
Mr. Lee, CFA, is the Managing Partner and Deputy Chief Investment Officer. He has been with Westfield Capital Management Company since 2004 and covers Hardware and Semiconductors. Previously, he spent three years with KL Financial Group, two years with Soundview Technology Group, four years with Hambrecht & Quist, LLC, and three years with Salomon Smith Barney. He received a BA from Harvard University.
Ethan J. Meyers, CFA
Mr. Meyers, CFA, is the Managing Partner and Director of Research. He joined Westfield Capital Management in 1999 and covers Business, Financial and Consumer Services. Previously, he spent four years at Johnson Rice & Company LLC. He earned a BS from A.B. Freeman School of Business, Tulane University.
John M. Montgomery
Mr. Montgomery is Managing Partner, Portfolio Strategist, and Chief Operating Officer. He joined Westfield Capital Management in 2006. Mr. Montgomery previously spent seven years at Lehman Brothers, three years at JP Morgan Securities, five years at Morgan Stanley, and six years at Procter and Gamble. He received a BA from Trinity College and an MM from JL Kellogg Graduate School of Management, Northwestern University.