Troy McGlone

Troy McGlone, CFA, is Vice President and Co-Portfolio Manager for the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund and its corresponding Mid Cap Value Strategy.

He was a Research Intern during the summer of 2013, joined the Investment Team full-time in 2014, and was promoted to his current role in 2019.

Previously, McGlone was a Portfolio Finance Analyst for five years at Stark Investments, an alternative investment firm. He initially joined Stark as a Securities Lending Analyst.

He earned a Master of Business Administration in Applied Security Analysis at the University of Wisconsin-Madison in 2014. His bachelor’s in finance was earned at the University of Wisconsin-Milwaukee in 2006.

Investment Experience

  • Heartland Advisors, 2014-present
  • Stark Investments, 2006-2012

Honors and Recognition*

  • Named a "Top Guns" manager by Informa Investment Solutions' PSN Manager Database
  • Named a “Rising Star” by the Fund Intelligence Mutual Fund Industry Awards


  • M.B.A. in Applied Security Analysis, University of Wisconsin-Madison, 2014
  • B.B.A., University of Wisconsin-Milwaukee, 2006

Certification and Licensing

  • CFA Charterholder

Heartland Advisors Value Investing Troy McGlone

Portfolio Manager

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News & Investing Perspectives

Water & Wells

The Wrong Path for a Hike?

As investors gear up for rate hikes the past may offer some lessons for what’s to come.

Press Release

Peers Take Notice of McGlone’s Contributions in the Investment Industry

Mid Cap Portfolio Manager Troy McGlone, CFA, was selected as a Rising Star by Fund Intelligence, a national organization focused on identifying investment professionals making a positive impact in the asset management industry.

Water & Wells

Thrift Shopping

After a torrid rebound for Consumer Discretionary, is it time for caution?


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*Honors and recognition during the following years, respectively: 2019; 2021

Past performance does not guarantee future results.

Heartland’s investing glossary provides definitions for several terms used on this page.

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

CFA® is a registered trademark owned by the CFA Institute.

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.