Rich Lee
Head-Equity Investments chez Westfield Capital Management Co. LP
Profil
Mr. Richard D.
Lee, CFA, is a Managing Partner & Co-Chief Investment Officer at Westfield Capital Management Co. LP.
He is a member of the firm's Investment Committee.
He brings over 24 years of experience to his focus on the Information Technology sector for all the Products that the Investment Committee oversees.
Before joining Westfield in 2004, Mr. Lee cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions.
Mr. Lee earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst.
Postes actifs de Rich Lee
| Sociétés | Poste | Début |
|---|---|---|
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Head-Equity Investments | 01/01/2004 |
Anciens postes connus de Rich Lee
| Sociétés | Poste | Fin |
|---|---|---|
| SoundView Technology Group | Corporate Officer/Principal | 31/12/2000 |
Tekla Capital Management LLC
 Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Analyst-Equity | 31/12/1998 |
| Smith Barney Asset Management | Corporate Officer/Principal | 01/01/1996 |
Formation de Rich Lee
| Harvard University | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Finance |
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Finance |
| SoundView Technology Group | Finance |
| Smith Barney Asset Management | Finance |