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Richard D. Lee, CFA Partner

“The level of innovation and pace of change in the technology sector has never been higher. This will drive an even wider bifurcation between winners and losers; therefore, it has never been more important to be exposed to the right end markets, product cycles and customers. ”

Richard D. Lee, CFA

Partner

Westfield Capital welcomed Rich to the team in 2004, and he is a Partner and member of the Investment Committee. He brings 16 years of experience to his focus on the Information Technology sector for all the Products that the Investment Committee oversees.

Before joining Westfield, Rich cultivated his investment experience at Soundview Technology Group, Hambrecht & Quist, LLC and Salomon Smith Barney and KL Financial Group, holding various Analyst positions.

Rich earned his Bachelor of Arts degree from Harvard University in 1994 and is a Chartered Financial Analyst. He enjoys playing tennis and spending time with his young family.

Professional History

Covering the Information Technology sector
2004-Present: Westfield Capital Management, Boston, MA
2001-2003: KL Financial Group, San Francisco, CA; Analyst
1999-2000: Soundview Technology Group, San Francisco, CA; Managing Director/
Vice President, Equity Research
1996-1999: Hambrecht & Quist, LLC, San Francisco, CA; Equity Research Analyst
1994-1996: Salomon Smith Barney, New York, NY; Financial Analyst, Mergers and Acquisitions Group
1994: Harvard University, BA
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