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Michael Poe

Partner at Westfield Capital Management Co. LP

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Westfield Capital ManagementPartnerJan 2016 to Present
Financial Services Sector Head
Surveyor CapitalAnalystJan 2015 to Jan 2016
CDP Capital U.S.Senior AnalystJan 2012 to Jan 2015
Long-short equity fund focused on financial services industry. 2-person team managing approx $400mm market-neutral portfolio.
SAC CapitalAnalystJan 2010 to Jan 2012
Long-short equity fund focused on financial services industry. Work in 2-person team managing $300mm market-neutral portfolio.
Corsair CapitalPrincipalJan 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

Others at Westfield Capital Management Co. LP (12)

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
Joseph Kearney
Senior Security AnalystCambridge, MA , United States
Justin Moscardelli
Justin Moscardelli
PartnerBoston, MA , United States
K
Kevin Shin
AnalystBoston, MA , United States
Matt Fuchs
Matt Fuchs
Vice President, Product ManagementBoston, MA , United States
Rob Flores
Rob Flores
Managing Partner - Director of Disruptive Technology Research at Westfield Capital ManagementBoston, MA , United States
William Gilchrist
William Gilchrist
Partner, Co Portfolio Manager for Sustainable Growth FundBoston, MA , United States
Ellen Tracy
Ellen Tracy
Manager - Partnership AccountingGeorgetown, MA , United States
Showing 1-10 of 12 team members