Richard D. Lee, CFA Managing Partner, Deputy Chief Investment Officer

“The level of innovation and pace of change in the technology sector has never been higher. This will drive an even wider bifurcation between winners and losers; therefore, it has never been more important to be exposed to the right end markets, product cycles and customers. ”

Richard D. Lee, CFA

Managing Partner, Deputy Chief Investment Officer

Westfield Capital welcomed Rich to the team in 2004. He is a Managing Partner, Deputy Chief Investment Officer and a member of the Investment Committee. Rich brings 20 years of experience to his focus on the Information Technology sector for all the Products that the Investment Committee oversees.

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.

Professional History

Managing Partner, Deputy Chief Investment Officer
Hardware & Semiconductors

2004 - Present: Westfield Capital Management 
2001 - 2003: KL Financial Group
1999 - 2000: Wit Soundview Technology Group
1996 - 1999: Hambrecht & Quist, LLC
1994 - 1996: Smith Barney
1994: Harvard College, AB

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