Bruce N. Jacobs, CFA Managing Partner

“I love the innovation in the medical technology industry. With vast unmet medical needs, and a clear mandate to reduce health care costs, there are endless opportunities for companies to innovate and bring new products to market. As a result, the maturation of companies’ new product pipelines creates exciting investment opportunities.”

Bruce N. Jacobs, CFA

Managing Partner

Bruce has over 26 years of investment experience . He joined Westfield in 2004. He is a Managing Partner and member of the Investment Committee. His analytical coverage spans the capitalization spectrum and includes medical devices and life science tools within the Healthcare sector and the Consumer Staples sector.

Prior to joining Westfield, Bruce was a Director and Senior Equity Analyst at Deutsche Bank Securities in Boston. His experience also includes financial analyst positions at Alex.Brown & Sons, in both the London and Baltimore offices.

Bruce graduated magna cum laude from the Wharton School of the University of Pennsylvania and earned a Master of Business Administration from the Harvard Business School. He is a Chartered Financial Analyst.

Bruce is Chair of the Board of Directors for the Boys & Girls Clubs of Boston, and he recently completed the Six World Marathon Majors (Boston, New York, Chicago, London, Tokyo and Berlin).

Professional History

Managing Partner
Medtech & Consumer Staples

2004 - Present: Westfield Capital Management
1996 - 2004: Deutsche Bank Securities
1993 - 1994: Alex. Brown & Sons LTD
1991 - 1993: Alex. Brown & Sons Inc.
1996: Harvard Business School, MBA
1991: The Wharton School of the University of Pennsylvania, BS

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