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 Investment Bank, 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


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


  • Passed CFA Level I (2016)

Research Analyst

  • 6 years of industry experience
  • 1 year at Heartland
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