“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 a member of the Investment Committee at the Noble & Greenough School and also 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. He coaches for the Cohasset Youth Baseball and Softball Association and Cohasset Youth Basketball. He enjoys golf and the occasional road race.
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
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