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Richard D. Lee, CFA Managing Partner, Chief Investment Officer

“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

Managing Partner, Chief Investment Officer

Rich is a Managing Partner, Chief Investment Officer and a member of the Investment Committee. Rich brings 24 years of experience to his focus on the Information Technology sector.

Before joining Westfield in 2004, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney, holding various analyst positions. 

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

Professional History

Managing Partner, Co-Chief Investment Officer
Hardware, Semis & IT Services

2004 - Present: Westfield Capital Management 
2001 - 2003: KL Financial Group
1999 - 2000: Wit Soundview Technology Group
1996 - 1999: Hambrecht & Quist, LLC
1994 - 1996: Smith Barney
1994: Harvard College, AB

 

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