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Chief Operating Officer · Westfield Capital Management Company, L.P.

John M. Montgomery

CRD 2369945 · Named on Form ADV at one SEC-registered adviser

At a glance

Westfield Capital Management Company, L.P., an SEC-registered asset manager based in Boston, MA with $29.8 billion in regulatory assets, lists John M. Montgomery on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

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John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • William A. MuggiaChief Executive Officer and Chief Investment Officer, Westfield Capital Management Company, L.P.
  • Kathryn A. KearneyPartner, Chief Financial Officer and Chief Compliance Officer, Westfield Capital Management Company, L.P.
  • Richard D. LeeChief Investment Officer, Westfield Capital Management Company, L.P.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.