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Richard Lee
Co-CIO and Managing Partner at Westfield Capital Management Co. LP
About
Richard D. Lee, CFA, serves as Managing Partner and Chief Investment Officer at Westfield Capital Management Company, L.P., based in Boston, Massachusetts. In this role, he leads the firm’s investment strategy and is a key member of the Investment Committee, drawing on over 30 years of industry experience and more than two decades at Westfield.
Lee focuses his research and investment efforts primarily on the Information Technology sector, covering areas such as hardware, semiconductors, and IT services. His analytical leadership particularly targets innovative technology businesses and emerging trends within these segments, shaping Westfield’s approach to growth equity investing in domestic markets.
Before joining Westfield Capital in 2004, Lee held analyst positions at Wit Soundview Technology Group, Hambrecht & Quist, and Smith Barney, specializing in technology sector analysis. He earned his A.B. from Harvard College and holds the Chartered Financial Analyst (CFA) designation. Lee’s recognized expertise and long tenure have anchored his reputation as a leader in U.S. growth equities and technology sector investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westfield Capital | Co-CIO and Managing Partner | Jan 2004 to Present | — |
| Westfield Capital | Co-CIO and Managing Partner | Jan 2004 to Nov 2022 | — |
| Westfield Capital Management | Deputy Chief Investment Officer and Managing Partner | Jan 2004 to Present | Westfield Capital manages $16 BB in small/mid/large cap and long/short equity products. I manage our technology investments across sectors including hardware, semiconductors, telecomm, and IT services... |
| Kl Financial Group | Research Analyst | Jan 2001 to Jan 2003 | Technology analyst at $200 m long/short equity hedge fund. |
| Wit Soundview Technology Group | Managing Director | Jan 1999 to Jan 2001 | Senior research analyst covering healthcare information technology sector. |
| Hambrecht & Quist | Equity Research Analyst | Jan 1996 to Jan 1999 | Research analyst covering healthcare services and healthcare IT sectors. |
| Morgan Stanley | Financial Analyst, Mergers and Acquisitions Group | Jan 1994 to Jan 1996 | — |
Education
Harvard University
Bachelor Of Arts, Medicine
1990 — 1994
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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