Jacob Westphal

Jacob Westphal is a Research Analyst working primarily with the Small Cap Value Team.

 
Previously, Westphal was an Equity Research Associate at UBS Investment Bank where he participated in all aspects of the equity research process covering the Leisure, Gaming, and Lodging space. Prior to his role at UBS Investments, he also gained equity research experience as a Research Associate at Evalueserve and an Equity Analyst Intern at Netols Asset Management. 
 
He earned a bachelor's in Finance from the University of Wisconsin-Milwaukee in 2016 and completed the school's Investment Management Certificate program.

Investment Experience

  • Heartland Advisors, 2020-present
  • UBS Investment Bank, 2017-2020
  • Evalueserve, 2016-2017

Education

  • B.B.A. in Finance, University of Wisconsin – Milwaukee, 2016

Certification

  • Passed CFA Level I (2016)

Research Analyst

  • 4 years of industry experience
  • Began at Heartland in 2020
    Heartland Advisors Andrew Fleming LinkedIn Badge

©2020 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

The above individual is a registered representative of ALPS Distributors, Inc.

The Heartland Funds are distributed by ALPS Distributors, Inc.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

top