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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