Sarah L. Westwood
Portfolio Manager-Equities at Eastern Shore Capital Management
Profile
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.
Sarah L. Westwood active positions
Companies | Position | Start |
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Eastern Shore Capital Management
Eastern Shore Capital Management Investment ManagersFinance Eastern Shore Capital Management (ESCM) is a SEC-registered investment advisor headquartered in Marblehead, Massachusetts. The firm was founded by Robert Barringer and James O’Brien in 2012. They are a subsidiary of Moody Aldrich Partners LLC. ESCM provides investment solutions to institutions and high net worth investors. | Portfolio Manager-Equities | 2013-02-28 |
Former positions of Sarah L. Westwood
Companies | Position | End |
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FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 2013-02-27 |
Moody Aldrich Partners LLC
Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Portfolio Manager-Equities | - |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | - |
United States Army Reserve | Corporate Officer/Principal | - |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | Corporate Officer/Principal | - |
Training of Sarah L. Westwood
Wellesley College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Moody Aldrich Partners LLC
Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
United States Army Reserve | Government |
Eastern Shore Capital Management
Eastern Shore Capital Management Investment ManagersFinance Eastern Shore Capital Management (ESCM) is a SEC-registered investment advisor headquartered in Marblehead, Massachusetts. The firm was founded by Robert Barringer and James O’Brien in 2012. They are a subsidiary of Moody Aldrich Partners LLC. ESCM provides investment solutions to institutions and high net worth investors. | Finance |
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