Our Team Partners Investments Marketing & Client Service Product Management Finance, Operations and Technology Trading
Richard D. Lee, CFA Managing Partner, Chief Investment Officer

“The level of innovation and pace of change in the technology sector has never been higher. This will drive an even wider bifurcation between winners and losers; therefore, it has never been more important to be exposed to the right end markets, product cycles and customers. ”

Richard D. Lee, CFA

Managing Partner, Chief Investment Officer

Rich is a Managing Partner, Chief Investment Officer, and a member of Westfield’s Investment Committee. He brings over three decades of investment experience to his research focus on the Information Technology sector, with coverage areas including Hardware, Semiconductors, and IT Services.

Rich joined Westfield in 2004 after holding analyst roles at Wit Soundview Technology Group, Hambrecht & Quist, and Smith Barney—where he developed deep expertise in evaluating innovative technology businesses.

Rich earned his A.B. from Harvard College in 1994 and holds the Chartered Financial Analyst® designation.

Professional History

Managing Partner, Co-Chief Investment Officer
Consumer & Technology Sector Head
Covering Hardware, Semis & IT Services

2004 - Present: Westfield Capital Management 
2001 - 2003: KL Financial Group
1999 - 2000: Wit Soundview Technology Group
1996 - 1999: Hambrecht & Quist, LLC
1994 - 1996: Smith Barney
1994: Harvard College, AB
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