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ER

Edward Richardson

Senior Equity Analyst at Westfield Capital Management Co. LP

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Westfield Capital ManagementSenior Equity AnalystNov 2014 to Present
Delaware Investments, a member of the Macquarie GroupEquity AnalystJan 2011 to Nov 2014
GLG PartnersEquity Research Analyst - MBA InternJun 2009 to Aug 2009
Analyzed, valued and provided investment recommendations for several companies in the rental car, auto supplier and restaurant sectors.
Merrill LynchEquity Research, AnalystMay 2007 to Jun 2008
Helped cover 21 companies in the E&C/Machinery sector.
TM CapitalM and A Investment Banking, AnalystMar 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

MBA
Investors
Portfolio Managers

Others at Westfield Capital Management Co. LP (28)

NameRoleLocation
A
Amanda Schoewe
Research AnalystDenver, CO , United States
D
Dee Silveira-Baptista
partnerBoston, MA , United States
E
Ethan Meyers
PartnerBoston, MA , United States
J
John Montgomery
Managing Director and COOBoston, MA , United States
J
Joseph Kearney
Senior Security AnalystCambridge, MA , United States
Justin Moscardelli
Justin Moscardelli
PartnerBoston, MA , United States
Kathryn Kearney
Kathryn Kearney
Partner and CFO and CCONeedham, MA , United States
K
Kevin Shin
AnalystBoston, MA , United States
Kimberly D'Agostino
Kimberly D'Agostino
PartnerBoston, MA , United States
Matt Fuchs
Matt Fuchs
Vice President, Product ManagementBoston, MA , United States
Showing 1-10 of 28 team members

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