Jeffrey Strong

Jeffrey Strong, CFA, is a Research Analyst working primarily with the Small Cap Value Team.

He joined Heartland in March 2017.

Previously Strong was the Senior Equity Analyst for BMO’s Equity Value Team for six years. This four-person team managed the BMO Mid Cap Value Fund and launched the BMO Small Cap Value Fund in 2011. He gained extensive experience in the Information Technology and Industrials sectors during this time.

His experience in the investment industry dates back to 2006, when he was an Investment Services Representative at M&I Investment Management Company, which was later acquired by BMO. He worked for the firm on a part-time basis while earning his master’s degree in Applied Securities Analysis, and was hired back full-time after graduation in 2010.

Strong gained formal education in security analysis by completing the Masters of Business Administration in Applied Securities Analysis Program at the University of Wisconsin-Madison in 2010. His bachelor’s in finance, investments, and banking was also earned at the University of Wisconsin-Madison in 2006.

Investment Experience

  • Heartland Advisors, 2017-present
  • BMO Global Asset Management, 2010-2016
  • M&I Investment Management Company, 2006-2010

Education

  • M.B.A. in Applied Securities Analysis, University of Wisconsin-Madison, 2010
  • B.B.A. in Finance, Investments, and Banking, University of Wisconsin-Madison, 2006

Certification and Licensing

  • CFA Charterholder 

Research Analyst

  • 10 years of industry experience
  • Began at Heartland in 2017

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Sector and industry classifications as determined by Heartland Advisors may reference data from sources such as FactSet Research Systems, Inc. or the Global Industry Classification Codes (GICS) developed by Standard & Poor’s and Morgan Stanley Capital International.

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