Nathaniel Penn

Nathaniel Penn is a Research Analyst working primarily with the Small Cap Value Plus Team.

Heartland Advisors value investing research analyst Nathaniel Penn

He began at Heartland as a Research Intern in December 2015 and joined the Investment Team full time in June 2017. 
Previously, Penn interned at North Star Asset Management, an independent Registered Investment Advisor in Wisconsin.
He earned a bachelor’s in finance from Marquette University in 2017 and completed the school’s Applied Investment Management program. 

Investment Experience

  • Heartland Advisors, 2017-present


  • B.S.B.A. in Finance, Marquette University, 2017

Research Analyst

  • 3 years of industry experience
  • 3 years at Heartland

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