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John Montgomery

Managing Partner, Portfolio Strategist & COO

John Montgomery Portfolio Strategist & COO professional headshot. John wears a blue button-down and blue blazer.
32 Years of Experience | 19 Years Tenure at Westfield

Managing Partner & Chief Operating Officer

John is a Managing Partner and Chief Operating Officer at Westfield. He is a member of the Investment Committee, chairs the Firm’s Operations and Risk Management Committee, and plays a leadership role in Firm strategy.

John joined Westfield in 2006 following five years as a Managing Director in the Equities Division at Lehman Brothers. Earlier in his career, he held equities-related roles at J.P. Morgan Securities and Morgan Stanley in Boston, and began his professional journey at Procter & Gamble.

He earned his M.M. from the J.L. Kellogg Graduate School of Management at Northwestern University and his B.A. from Trinity College.

John serves as President of the Board of Trustees at the Noble and Greenough School in Dedham, Massachusetts, and is a member of the Advisory Committee at The BASE HOOPZ, a Boston-based nonprofit that integrates athletics, education, and career development. He also volunteers with Boston Partners in Education through the Power Lunch reading program for elementary students.

Professional History

Managing Partner & Chief Operating Officer

2006 – Present: Westfield Capital Management
2001 – 2006: Lehman Brothers
1998 – 2001: J.P. Morgan Securities
1994 – 1998: Morgan Stanley
1987 – 1992: Procter & Gamble

Education

1994: J.L. Kellogg Graduate School of Management, Northwestern University, M.M.
1987: Trinity College, B.A.