![Rich Lee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Rich Lee
Chief Investment Officer bij
Westfield Capital Management Co. LP
Profiel
Mr. Richard D.
Lee, CFA, is a Managing Partner & Chief Investment Officer at Westfield Capital Management Co. LP.
He is a member of the firm's Investment Committee.
He brings over 31 years of experience to his focus on the information technology sector with coverage areas including hardware, semiconductors, and IT services.
Before joining Westfield in 2004, Mr. Lee cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions.
Mr. Lee earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst.
Actieve functies van Rich Lee
| Bedrijven | Functie | Begin |
|---|---|---|
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes. | Chief Investment Officer | 01-01-2026 |
Eerdere bekende functies van Rich Lee
| Bedrijven | Functie | Einde |
|---|---|---|
SoundView Technology Group
 SoundView Technology Group Investment Banks/BrokersFinance Provides on-line investment banking and brokerage services | Corporate Officer/Principal | 31-12-2000 |
Tekla Capital Management LLC
 Tekla Capital Management LLC Investment ManagersFinance Tekla primarily focuses on healthcare investing. Their funds invest in public and private growth equities in the healthcare and life sciences industries. | Analyst-Equity | 31-12-1998 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 01-01-1996 |
Opleiding van Rich Lee
Ervaring
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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91
Eerstegraads connecties
5
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla primarily focuses on healthcare investing. Their funds invest in public and private growth equities in the healthcare and life sciences industries. | Finance |
SoundView Technology Group
SoundView Technology Group Investment Banks/BrokersFinance Provides on-line investment banking and brokerage services | Finance |
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