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About
Michael Poe is a Partner at Westfield Capital Management Company LP, based in Boston, MA, where he also serves as a member of the firm's Investment Committee. In this capacity, he is primarily responsible for research coverage across the Financials sector, providing fundamental analysis and sector expertise that directly inform the firm's investment decision-making.
Poe brings over two decades of investment experience, having joined Westfield in 2016 following analyst and portfolio management roles at Surveyor Capital, CDP Capital, and SAC Capital Advisors, where he focused specifically on financial stocks. He began his career at Corsair Capital, a private equity firm specializing in Financial Services.
He holds a B.A. from Princeton University (2001). Poe is recognized for his deep expertise in the Financials sector—including banks, insurance, and diversified financials—and contributes to Westfield's strategy across growth equity segments. Outside work, Poe volunteers with Boston Partners in Education to support literacy initiatives in local schools.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westfield Capital Management | Partner | Jan 2016 to Present | Financial Services Sector Head |
| Surveyor Capital | Analyst | Jan 2015 to Jan 2016 | — |
| CDP Capital U.S. | Senior Analyst | Jan 2012 to Jan 2015 | Long-short equity fund focused on financial services industry. 2-person team managing approx $400mm market-neutral portfolio. |
| SAC Capital | Analyst | Jan 2010 to Jan 2012 | Long-short equity fund focused on financial services industry. Work in 2-person team managing $300mm market-neutral portfolio. |
| Corsair Capital | Principal | Jan 2001 to Jan 2010 | Private equity firm specializing in financial services investments w/ approx. $3 billion under management. Focused on originating, executing, and managing investments. |
Education
Princeton University
Bachelor of Arts, Economic/Finance
1997 — 2001
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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