Jacob Westphal
Research Analyst @Heartland Advisors, Inc
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WORK HISTORY
Research Analyst @Heartland Advisors, Inc
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
University of Wisconsin-Milwaukee
Bachelor’s Degree, Finance
SKILLS
ABOUT JACOB WESTPHAL
I am a registered representative of ALPS Distributors, Inc, which is the distributor for…
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