Oversight & Governance

Heartland Funds Board of Directors

Heartland Funds Value Mutual Funds Board of Directors An independent Board of Directors is responsible for the management of the Heartland Funds, as well as providing broad supervision of business operations.

The Board meets quarterly to review the investments, performance, and expenses of the Funds. It also establishes, monitors, and reviews numerous policies and procedures governing the business conduct of Heartland.

The Statement of Additional Information provides further information about the Board and its Directors.

Directors

Ward D. Armstrong
Armstrong has been a Director since February 2008. He has extensive experience in developing, evaluating, and monitoring asset management portfolios. He has a strong background and knowledge base in selling, marketing, and distributing mutual fund shares, and he previously served as a director on the boards of two other asset management firms.

Experience:

NorthRock Partners, Managing Partner, 2010-2015
Ameriprise Trust Company, Chairman, 1996-2007
Ameriprise Financial, Senior Vice President, 1984-2007
American Express Asset Management Group, President, 2002-2004

Dianna Gonzales-Burdin
Gonzalez-Burdin has been a Director since April 2022. She has significant investment industry, investment strategy assessment, portfolio management and business experience, as well as a strong knowledge of capital markets, operations and risk assessment in the mutual fund industry.

Experience:

Strategic Investment Group, Managing Director and Head of Global Equities, 1991-2021
Barclays Global Investors, various roles prior to 1991

Dale J. Kent
Kent has been a Director since August 2003, and he is Chair of the Audit Committee. He has strong knowledge of accounting, compliance, and risk assessment in the mutual fund industry. He has supervised numerous audits of mutual funds and hedge funds, as well as provided audit and related services to asset managers and securities firms.

Experience:

West Bend Mutual Insurance of Wisconsin, Executive Vice President and CFO, 2002-2017
Arthur Andersen, Partner, 1986-2002
Arthur Andersen, various capacities, 1974-1985

Robert A. Rudell
Rudell has been a Director since February 2005, and is Chair of the Board. His experience in the asset management industry includes responsibility for systems, operations, and financial reporting. He brings a strong knowledge of operations, compliance, and risk assessment in the mutual fund industry.

Experience:

Optimum Funds, Board Director, 2003-present
Medtox Scientific, Board Director, 2002-2012
Vantagepoint Funds, 2007-2011
Zurich Scudder Investments, COO, 1998-2002
Scudder Retirement Services, President, 1996-1998
IDS/American Express, President of Institutional Retirement Services and other capacities, 1973-1996

Dina Tantra
Tantra has been a Director since April 2022. She has an extensive background in financial services business strategy, legal and compliance. Through her experience and senior leadership roles, she possesses a strong knowledge of operations, compliance and risk assessment in the mutual fund industry.

Experience:

Global Rhino, LLC, Co-Chief Executive Officer, 2018-Present
CCO Technology, LLC, Chief Strategy Officer, 2019-2023
Ultimus Fund Solutions, Executive Vice President, 2017-2018
Foreside Financial Services, LLC, Managing Director, 2016-2017
Beacon Hill Fund Services, Director and General Counsel, 2008-2016

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Will Nasgovitz

Nasgovitz is CEO and Portfolio Manager of the Mid Cap Value Fund and the Value Fund, as well as their corresponding Mid Cap Value and Small Cap Value Strategies. He is also President and Director of Heartland Funds. He has 23 years of industry experience, 19 at Heartland.