Michael T. Poe Senior Security Analyst

“Nearly all Financial Services companies are impacted by a constantly shifting macro environment and an evolving regulatory landscape. The ability to combine an understanding of these trends with fundamental bottom-up stock selection will lead to out sized investment returns within the Financials space.”

Michael T. Poe

Senior Security Analyst

Mike joined Westfield Capital in 2016 as a Senior Security Analyst and member of the Investment Committee covering the Financial Services sector. Previously he was with Surveyor Capital as an Equity Research Analyst focused on Financial stocks.

His professional experience also includes Senior Analyst, Financials team at CDP Capital and Equity Analyst at SAC Capital Advisors. Mike began his career at Corsair Capital, a Financial Services-focused private equity firm.

In 2001, Mike earned a Bachelor of Arts degree from Princeton University.

He volunteers with the Power Lunch Program, a Boston Partners in Education program that pairs corporate volunteers with elementary school students to improve reading comprehension and spark their enthusiasm for reading. In addition to spending time with his family, Mike enjoys skiing, sailing, and reading.

Professional History

Senior Security Analyst
Financials

2016 - Present: Westfield Capital Management
2015 - 2016: Surveyor Capital
2012 - 2015: CDP Capital, Inc.
2010 - 2012: SAC Capital Advisors
2001 - 2010: Corsair Capital LLC
2001: Princeton University, BA

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It is not known whether these clients approve or disapprove of the adviser or the advisory services provided