Troy McGlone

Troy McGlone, CFA, is Vice President and Portfolio Manager for the Opportunistic Value Equity Strategy

Heartland Advisors Value Investing Research Analyst Troy McGloneHe 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 Securities 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

Education

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

Certification and Licensing

  • CFA Charterholder

Research Analyst

  • 11 years of industry experience
  • 5 years at Heartland
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News & Investing Perspectives

Water & Wells
11/13/19

Yielding to Reason

What Treasury yields may be telling us about where manufacturing is headed in the months ahead.

Press Release
9/4/19

Opportunistic Earns Repeat “Top Guns” Recognition

For Third Straight Quarter, Heartland Advisors Awarded “Top Gun” for Heartland Opportunistic Value Equity Strategy

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©2019 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

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

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

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

ALPS Distributors, Inc., is not affiliated with Heartland Advisors.

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