“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.
Managing Partner & COO
Portfolio Strategist
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
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