“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.”
“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 & Chief Operating Officer
John is A Managing Partner, Chief Operating Officerm and a member of the 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.
John is the President of the Board of Trustees at the Noble and Greenough School in Dedham, Massachusetts, and a member of the Advisory Committee at The BASE HOOPZ, a Boston-based non-profit that combines athletic training with education and career resources to empower student athletes. Additionally, John volunteers with Power Lunch, a Boston Partners in Education program that pairs corporate volunteers with elementary school students to improve reading comprehension and spark an enthusiasm for reading.
Managing Partner & Chief Operating Officer
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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