Rich Lee

Head-Equity Investments at Westfield Capital Management Co. LP

Finance

Consumer Services

Profile

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.

Rich Lee active positions

Companies	Position	Start
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	31/12/2003

All active positions of Rich Lee

Former positions of Rich Lee

Companies	Position	End
SoundView Technology Group	Corporate Officer/Principal	30/12/2000
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	30/12/1998
Smith Barney Asset Management	Corporate Officer/Principal	31/12/1995

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Training of Rich Lee

Harvard University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	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

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