Nicole J. Best

Nicole J. Best, CPA, is Senior Vice President, Chief Financial Officer, and Chief Administrative Officer. She is also Vice President, Principal Accounting Officer, and Treasurer of the Heartland Funds.

Heartland Advisors Value Investing Firm Nicole Best

She has extensive industry experience, including direct oversight of:

  • Mutual fund accounting
  • Fund administration
  • Broker dealer operations
  • Corporate accounting
  • Investment operations
  • Information technology
  • Compliance
  • CRM administration
  • Custody services
  • Relationship management and client service
  • Business analysis and project management
  • Information Technology

Best became Senior Vice President and Chief Financial Officer in 2010, and added the Chief Administrative Officer duties in 2015. She originally began at Heartland in 1998 and served in a number of capacities, including Treasurer, Principal Accounting Officer, and Chief Compliance Officer.

She briefly stepped away from Heartland in 2008 to become Senior Vice President of Investor Services and Markets at Brown Brothers Harriman. She had responsibility for global relationship management, business development, and strategic servicing of a broad range of global investment managers.

Prior to first joining Heartland, Best was Senior Auditor of Financial Services at Arthur Andersen.

Best is an active industry participant. She serves in a leadership role within NICSA, and she has presented at a number of industry conferences, including the:

  • Investment Company Institute’s Technology and Operations Conference
  • NICSA Strategic Leadership Forum
  • NICSA General Membership Conference

Locally, she is part of a committee that established and maintains the Wisconsin Mutual Fund Group, which facilitates networking and educational programming.

She is a member of Rotary Club of Milwaukee, an association focused on community development, and TEMPO Milwaukee, an association for women business leaders.

She enjoys an active lifestyle, volunteering in the community, traveling with family and friends, and fine wine.

Work Experience

  • Heartland Advisors, 2010-present
  • Brown Brothers Harriman, 2008-2010
  • Heartland Advisors, 1998-2008
  • Arthur Anderson, 1995-1998

Education

  • M.B.A. in Finance, University of Wisconsin–Milwaukee, 2002
  • B.S.B.A. in Accounting and Finance, Creighton University, 1995

Certification and Licensing

  • CPA

Community Service

  • NICSA, Prior Co-Chair of the National Strategic Leadership Forum and the Midwest Committee
  • Girl Scouts of Wisconsin Southeast, Treasurer, Board Member, Finance Committee Chair, and Former 2nd Vice Chair
  • Make a Difference Wisconsin, Treasurer, Board Member, and Former Board President
  • American Heart Association Milwaukee Go Red for Women, Former Leadership Committee Member

Chief Financial Officer & Chief Administrative Officer

  • 22 years of industry experience
  • 17 years at Heartland

©2017 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

ALPS Distributors, Inc., is not affiliated with Heartland Advisors.

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