Fund Inception | 10/03/1994 |
Name of Issuer | Touchstone |
Fund Advisor(s) | Touchstone Advisors Inc |
Sub-Advisor(s) | Westfield Capital Management Company, L.P. |
Fund Managers for TOECX
William Muggia
Portfolio Manager since 04/07/1999
President, Chief Executive Officer and Chief Investment Officer
Market Outlook, Strategy, & Portfolio Management
1994-Present: Westfield Capital Management
1992-1994: Alex. Brown & Sons
1983-1990: Kidder Peabody & Co.
1992: Harvard Business School, MBA
1983: Middlebury College
Ethan Meyers
Portfolio Manager since 12/31/1999
Managing Partner and Director of Research
Covering Financial Technology & Business Services
1999-Present: Westfield Capital Management
1996-1999: Johnson Rice & Company LLC
1996: A.B. Freeman School of Business, Tulane University, BS
Richard Lee
Portfolio Manager since 12/31/2004
Managing Partner and Chief Investment Officer
Covering Hardware, Semiconductors & IT Services
2004-Present: Westfield Capital Management
2001-2003: KL Financial Group
1999-2000: Soundview Technology Group
1996-1999: Hambrecht & Quist, LLC
1994-1996: Salomon Smith Barney
1994: Harvard University, BA
John Montgomery
Portfolio Manager since 12/31/2006
Managing Partner, Chief Operating Officer
Portfolio and Investment Process Strategy
2006-Present: Westfield Capital Management
2001-2006: Lehman Brothers
1998-2001: JP Morgan Securities
1994-1998: Morgan Stanley
1987-1992: Procter and Gamble
1994: JL Kellogg Graduate School of Management, Northwestern University, MM
1987: Trinity College, BA