John M. Montgomery Managing Partner, Portfolio Strategist & COO

“The Committee Process is unique in that it allows the analysts to enjoy the intrinsic rewards of being a relative expert in a given field while contributing meaningfully to the debate around all portfolio holdings.”

John M. Montgomery

Managing Partner, Portfolio Strategist & COO

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 Economic Club and the Boston Securities Traders Association.

John is the chairman of the Investment Committee at the Noble & Greenough School where he also serves as a board member.  Additionally, John 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.

Professional History

Managing Partner & COO
Portfolio Strategiest

2006 - Present: Westfield Capital Management 
2001 - 2006: Lehman Brothers
1998 - 2001: JP Morgan Securities
1994 - 1998: Morgan Stanley
1987 - 1992: Procter and Gamble 
1994: JL Kellogg Graduate School of Management, Northwestern University, MM
1987: Trinity College, BA

Clients listed here were chosen as generally representative of the types of clients that comprise Westfield Capital Management's institutional client base and were not chosen based on performance-based criteria.
It is not known whether these clients approve or disapprove of the adviser or the advisory services provided