Jacob Westphal
- Role
- Research Analyst at Heartland Advisors, Inc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jacob Westphal
I am a registered representative of ALPS Distributors, Inc, which is the distributor for…
Experience
Research Analyst
Mar 2020 — Present
I primarily work with the Small Cap Value Team at Heartland, where we invest in micro- and small-cap companies utilizing Heartland’s 10 Principles of Value Investing™. As a generalist, I look in many different sectors and industries for potential investment opportunities. My areas of focus include real estate and consumer. I am a registered representative of ALPS Distributors, Inc, which is the distributor for Heartland Funds.
Education
Rockford University
Bachelor of Science (BS), Economics
2012 — 2014
University of Wisconsin-Milwaukee
Bachelor’s Degree, Finance
2014 — 2016
Skills
- Public Speaking
- Customer Service
- Financial Analysis
- Equities
- Powerpoint
- Factset
- Bloomberg
- Equity Valuation
- Microsoft Word
- Microsoft Office
- Microsoft Powerpoint
- Financial Modeling
- Teamwork
- Leadership
- Analysis
- Capital Markets
- Time Management
- Microsoft Excel
- Research
- Investments
- Finance
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