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Edward Richardson
Senior Equity Analyst at Westfield Capital Management Co. LP
About
Edward Richardson is a Partner and Senior Equity Analyst at Westfield Capital Management Co. LP, based in Boston, Massachusetts. He focuses on investments in the Industrials sector and Consumer Durables, with specific research responsibilities covering Aerospace & Defense, Building Products, Residential Construction, and Restaurants. In his role, Richardson conducts in-depth fundamental analysis and contributes to portfolio management decisions, leveraging his expertise in these sectors to identify growth opportunities and manage risk for clients.
Richardson joined Westfield Capital Management in 2014, bringing with him experience as an equity analyst at Delaware Investments, where he was a generalist with a focus on Industrials. Prior to that, he worked in equity research at Merrill Lynch, covering the Machinery sector, and began his career at TM Capital, a boutique investment bank, advising on M&A transactions across multiple industries. His career demonstrates a consistent focus on industrial and cyclical sectors, with a track record of contributing to investment strategies and portfolio performance.
He holds an MBA in Finance from Cornell University's S.C. Johnson Graduate School of Management and a B.A. in Economics from Trinity College, Hartford. Richardson is recognized for his deep sector knowledge and analytical rigor, and has co-managed funds at Westfield, contributing to the firm's investment process and client outcomes. His educational background and professional experience have equipped him with a strong foundation in finance and investment management, making him a key contributor to Westfield's investment team.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westfield Capital Management | Senior Equity Analyst | Nov 2014 to Present | — |
| Delaware Investments, a member of the Macquarie Group | Equity Analyst | Jan 2011 to Nov 2014 | — |
| GLG Partners | Equity Research Analyst - MBA Intern | Jun 2009 to Aug 2009 | Analyzed, valued and provided investment recommendations for several companies in the rental car, auto supplier and restaurant sectors. |
| Merrill Lynch | Equity Research, Analyst | May 2007 to Jun 2008 | Helped cover 21 companies in the E&C/Machinery sector. |
| TM Capital | M and A Investment Banking, Analyst | Mar 2005 to May 2007 | Worked on numerous middle market M&A transactions and related advisory valuation work across all industries. |
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
2008 — 2010
Trinity College-Hartford
B.A., Economics
2000 — 2004
Breck School
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 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 | |
| Vice President, Product Management | Boston, MA , United States |
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