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John Morgen Montgomery
Chief Operating Officer at Westfield Capital Management Co. LP
Profile
Mr. John M.
Montgomery is a Managing Partner, Portfolio Strategist & Chief Operating Officer at Westfield Capital Management Co. LP.
He is also a member of Investment Committee.
He joined Westfield in 2006.
He is a member of the Market Technicians Association, The Boston Economic Club and the Boston Securities Traders Association.
He is the chairman of the Investment Committee at the Noble & Greenough School where he also serves as a board member.
Previously, Mr. Montgomery spent five years as a Managing Director, Equities Division at Lehman Brothers.
He has also held equities-related positions at JP Morgan Securities and Morgan Stanley in Boston.
He began his career at Procter and Gamble in 1987.
He holds a Masters in Management from the JL Kellogg Graduate School of Management at Northwestern University and earned his undergraduate degree at Trinity College.
John Morgen Montgomery 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. | Chief Operating Officer | 01/01/2006 |
Former positions of John Morgen Montgomery
Companies | Position | End |
---|---|---|
Lehman Brothers Asset Management LLC
![]() Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Portfolio Manager-Equities | 31/12/2005 |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | 31/12/2000 |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/12/1997 |
PROCTER & GAMBLE COMPANY | Corporate Officer/Principal | 01/01/1992 |
Training of John Morgen Montgomery
Trinity College (Connecticut) | Undergraduate Degree |
Kellogg School of Management | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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PROCTER & GAMBLE COMPANY | Consumer Non-Durables |
Private companies | 4 |
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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 |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Lehman Brothers Asset Management LLC
![]() Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
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