Rich Lee

Chief Investment Officer at

Westfield Capital Management Co. LP

Finance

Consumer Services

Profile

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.

Rich Lee active positions

Companies	Position	Start
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

All active positions of Rich Lee

Former positions of Rich Lee

Companies	Position	End
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

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Linked companies

Private companies	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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