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Michael T. Poe Partner

“Nearly all Financial Services companies are impacted by a constantly shifting macro environment and an evolving regulatory landscape. The ability to combine an understanding of these trends with fundamental bottom-up stock selection will lead to out sized investment returns within the Financials space.”

Michael T. Poe

Partner

Mike is a Partner at Westfield and a member of the firm’s Investment Committee. He is responsible for research coverage across the Financials sector.

Mike joined Westfield in 2016 following investment roles at Surveyor Capital, CDP Capital, and SAC Capital Advisors, where he focused on financial stocks. He began his career at Corsair Capital, a private equity firm specializing in Financial Services.

Mike earned his B.A. from Princeton University in 2001.

He also volunteers with the Power Lunch program through Boston Partners in Education, helping elementary school students improve reading comprehension and develop a love for reading.

Professional History

Partner
Financials

2016 - Present: Westfield Capital Management
2015 - 2016: Surveyor Capital
2012 - 2015: CDP Capital, Inc.
2010 - 2012: SAC Capital Advisors
2001 - 2010: Corsair Capital LLC
2001: Princeton University, BA
Clients listed here were chosen as generally representative of the types of clients that comprise Westfield Capital Management's institutional client base and were not chosen based on performance-based criteria.
It is not known whether these clients approve or disapprove of the adviser or the advisory services provided