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About
Alla Wagner is a Portfolio Analyst at Westfield Capital Management Co. LP, based in Arlington, MA, where she has served since 2006. In her current role, Wagner contributes to portfolio analysis and investment strategy for institutional and high-net-worth clients, focusing on equity markets within the finance sector. Her responsibilities include ongoing portfolio risk and performance analysis, supporting investment decision-making, and market strategizing for client portfolios.
Previously, Wagner worked as a Senior Portfolio Strategy Associate and chaired the GIPS Committee at Westfield Capital Management, evidencing her expertise in portfolio construction, performance standards, and compliance. Prior experience includes positions at Excalibur Management and Investors Bank & Trust, bolstering her comprehensive background in investment operations, equity research, and administration across asset management firms.
Wagner holds an MBA in Business Management from Boston University and a Master of Arts in English Language and Literature from Saint Petersburg State University. She is known for her analytical acumen and contributions to best practices in portfolio management, with specific expertise spanning U.S. equities and compliance within investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westfield Capital Management | Portfolio Analyst | Nov 2017 to Present | A key contributor to the firm’s investment process, focused on performance, risk, and investment discipline analyses. As a member of the Investment Strategy and Risk group, is responsible for evaluat... |
| Westfield Capital Management | Senior Portfolio Strategy Associate | Dec 2010 to Oct 2017 | -- Generated quantitative and qualitative stock-, sector-, and portfolio-level analyses for use in internal meetings and for external clients. -- Wrote product performance commentaries for the broad... |
| Westfield Capital Management | GIPS Committee Chairperson and Portfolio Strategy Associate | Aug 2006 to Dec 2010 | Served as a performance manager for the firm, with duties encompassing maintenance, calculation and distribution of the firm’s AUM and marketed composites; CAPS composite software administration and u... |
| Westfield Capital Management | Senior Portfolio Administrator | Jul 2005 to Aug 2006 | Was responsible for daily financial administration of a large group of accounts, including monitoring portfolio cash and position weights to ensure compliance with investment and trading guidelines. P... |
| Excalibur Management | Portfolio Administrator | Jul 2002 to Jul 2005 | Responded to all aspects of daily financial needs of a specific book of clients. Maintained and analyzed the company composites. Prepared client investment objective statements, performance reports, a... |
| Investors Bank & Trust | Business Analyst. Global Custody Operations. | Jan 2000 to Jan 2002 | Led a team of pricing specialists focused on the Institutional Custody division. Trained new staff and implemented pricing process improvements. Analyzed data with MS Access and SQL and provided sta... |
| Lowell, Blake & Associates | Equity Research and PM's Assistant | Jan 1998 to Jan 2000 | Researched economic and investment subjects as requested by portfolio managers. Created asset allocation programs in accordance with the portfolio manager's recommendations. Published the company’s s... |
Education
Boston University - School of Management
MBA, Business Management
2009 — 2012
Санкт-Петербургский Государственный Университет
Master of Arts (M.A.), English Language and Literature/Letters
1985 — 1990
Skills & Expertise
Others at Westfield Capital Management Co. LP (28)
| Name | Role | Location |
|---|---|---|
A Amanda Schoewe | Research Analyst | Denver, CO , United States |
D Dee Silveira-Baptista | partner | Boston, MA , United States |
E Edward Richardson | Senior Equity Analyst | Boston, MA , United States |
E Ethan Meyers | Partner | Boston, MA , United States |
J John Montgomery | Managing Director and COO | Boston, MA , United States |
J Joseph Kearney | Senior Security Analyst | Cambridge, MA , United States |
 | Partner | Boston, MA , United States |
 | Partner and CFO and CCO | Needham, MA , United States |
K Kevin Shin | Analyst | Boston, MA , United States |
 | Partner | Boston, MA , United States |
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 | Investment Officer - Vice President | Fiduciary Trust Co. | Boston, MA , United States |
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 | Vice President, Client Portfolio Manager | Congress Asset Management Co. /ma | Boston, MA , United States |
A Andy Hatem | Equity Analyst | Boston Partners | Westwood, MA , United States |
 | Equity Analyst | Boston Partners | Hingham, MA , United States |
