Beth S. Email & Phone Number

Greater Boston Area

Westfield Capital Management is an SEC-registered investment advisor providing quality investment management services to institutions and wealthy individuals. Westfield supervises domestic growth equities, with products focusing on each segment of the capitalization spectrum. Assets under management as of March 31, 2010 were $12.9 billion.; Traded 100% of the firm's healthcare hedge funds, technology hedge fund, and multiple all-cap and small-cap products.Achieved best execution of product for $13 billion under management by working closely with four portfolio managers and 13 analysts.Designed and implemented CSA commission sharing arrangement with brokers and electronic trading platforms to pay soft dollar items.

John Hancock Advisors is a unit of Manulife Financial Corporation, a leading Canadian-based financial services group serving millions of customers in 22 countries and territories worldwide.; Managed four equity traders responsible for trading $22 billion in assets.Traded all listed and OTC equities for value, technology, growth, mid-cap, large-cap, and international funds.Managed all soft dollar arrangements, commission allocations, IPOs, international trading, and technology development.Analyzed, interpreted, and communicated economic and market information, charts, and research to portfolio managers, analysts and senior management.

an investment management firm which specializes in growth equity investments on behalf of institutional and private clients. It offers a range of strategies and employs fundamental research combined with active portfolio management. Assets under management as of March 31, 2010 were $1.9 billion.; Managed 2 equity traders and 2 settlement specialists while actively trading on behalf of 6 portfolio managers.

Assured the efficient trading and management of $2 billion equity portfolio, including institutional, pension and hedge fund accounts by working closely with portfolio managers.Traded OTC and listed equities, convertible bonds, option strategies, money markets, governments, corporate, municipal bonds, and syndicate business for over 800 accounts.