Perfil
Ms. Sarah L.
Westwood, CFA, is Partner & Portfolio Manager at Eastern Shore Capital Management.
Prior to joining Eastern Shore Capital in March 2013, Ms. Westwood was with Fidelity Investments.
Before that, she served on the investment team at Moody Aldrich Partners as an Associate Portfolio Manager.
She joined Moody Aldrich following eight years at Putnam Investments, where she served as a Senior Vice President and Analyst.
She began her career as a Research Associate for Harvard Business School, and later joined Cobey, Jacobson, and Gordon, a boutique investment management firm serving high net worth clients.
A former Captain, Military Intelligence, US Army Reserve, she served in Baghdad during Operation Iraqi Freedom, 2003-2004.
Ms. Westwood earned a BA degree in English and Art History, Phi Beta Kappa from Wellesley College.
Cargos activos de Sarah L. Westwood
| Empresas | Cargo | Inicio |
|---|---|---|
Eastern Shore Capital Management
Eastern Shore Capital Management Investment ManagersFinance ESCM specializes in long-only US Small and Smid-cap equities. The firm invests in leaders and future leaders that are undervalued due to the unappreciated duration of positive fundamentals or positive change identified by qualitative and empirical factors. Their bottom-up, fundamental approach identifies established and improving quality companies. | Gestor de Cartera-Acciones | 01/03/2013 |
Antiguos cargos conocidos de Sarah L. Westwood.
| Empresas | Cargo | Fin |
|---|---|---|
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | 28/02/2013 |
Moody Aldrich Partners LLC
Moody Aldrich Partners LLC Investment ManagersFinance MAP offers US and international equity strategies through investment divisions managed by autonomous teams of experienced, successful investors. The firm utilizes fundamental and quantitative techniques to identify undervalued businesses with attractive business and industry characteristics. Strategies may use quantitative or other technology driven techniques to focus research on a subset of each strategy’s investable universe. | Gestor de Cartera-Acciones | - |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Analyst-Equity | - |
United States Army Reserve
United States Army Reserve SovereignGovernment Acts as federal reserve force of the United States Army | Corporate Officer/Principal | - |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formación de Sarah L. Westwood.
Experiencias
Funciones ocupadas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 7 |
|---|---|
Moody Aldrich Partners LLC
Moody Aldrich Partners LLC Investment ManagersFinance MAP offers US and international equity strategies through investment divisions managed by autonomous teams of experienced, successful investors. The firm utilizes fundamental and quantitative techniques to identify undervalued businesses with attractive business and industry characteristics. Strategies may use quantitative or other technology driven techniques to focus research on a subset of each strategy’s investable universe. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wellesley College
Wellesley College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
United States Army Reserve
United States Army Reserve SovereignGovernment Acts as federal reserve force of the United States Army | Government |
Eastern Shore Capital Management
Eastern Shore Capital Management Investment ManagersFinance ESCM specializes in long-only US Small and Smid-cap equities. The firm invests in leaders and future leaders that are undervalued due to the unappreciated duration of positive fundamentals or positive change identified by qualitative and empirical factors. Their bottom-up, fundamental approach identifies established and improving quality companies. | Finance |
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