Jacob Westphal

Jacob Westphal Email and Phone Number

Associate Portfolio Manager @ Heartland Advisors, Inc.
Milwaukee, WI, US
Jacob Westphal's Location
Milwaukee, Wisconsin, United States, United States
Jacob Westphal's Contact Details

Jacob Westphal personal email

n/a
About Jacob Westphal

I am a registered representative of ALPS Distributors, Inc., which is the distributor for Heartland Funds.

Jacob Westphal's Current Company Details
Heartland Advisors, Inc.

Heartland Advisors, Inc.

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Associate Portfolio Manager
Milwaukee, WI, US
Website:
heartlandadvisors.com
Employees:
32
Jacob Westphal Work Experience Details
  • Heartland Advisors, Inc.
    Associate Portfolio Manager
    Heartland Advisors, Inc.
    Milwaukee, Wi, Us
    View
  • Heartland Advisors, Inc.
    Research Analyst
    Heartland Advisors, Inc. Mar 2020 - Present
    Milwaukee, Wisconsin, Us
    I primarily work with the Small Cap Value Team at Heartland, where we invest in micro- and small-cap companies utilizing Heartland’s 10 Principles of Value Investing™. As a generalist, I look in many different sectors and industries for potential investment opportunities. My areas of focus include real estate and consumer.
    View
  • Ubs
    Associate Director - Equity Research
    Ubs Jan 2017 - Mar 2020
    Zurich, Ch
    ●Associate on the Leisure, Gaming, and Lodging team working with an Institutional Investor ranked analyst.●Coverage included Lodging C-Corps and REITS, Gaming Operators and REITS, Cruise Lines, and Powersports.●Contractor at UBS via Evalueserve prior to being hired as a full-time employee in May 2018.●Promoted to Associate Director in 2020
    View
  • Evalueserve Inc.
    Equity Research Associate
    Evalueserve Inc. Jun 2016 - Jan 2017
    Zug, Ch
    View
  • Netols Asset Management
    Equity Analyst Intern
    Netols Asset Management May 2015 - Feb 2016
    Intern working with a team of generalists managing a fund of ~$600M AUM with a Small Cap value strategy.
    View

Jacob Westphal Skills

Microsoft Excel Leadership Microsoft Word Microsoft Office Analysis Customer Service Public Speaking Time Management Teamwork Powerpoint Investments Factset Financial Analysis Finance Facebook Bloomberg Research Microsoft Powerpoint Financial Modeling Equity Valuation Equities Capital Markets

Jacob Westphal Education Details

  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    Finance
  • Rockford University
    Rockford University
    Economics
  • Oconto High School
    Oconto High School

Frequently Asked Questions about Jacob Westphal

What company does Jacob Westphal work for?

Jacob Westphal works for Heartland Advisors, Inc.

What is Jacob Westphal's role at the current company?

Jacob Westphal's current role is Associate Portfolio Manager.

What is Jacob Westphal's email address?

Jacob Westphal's email address is ja****@****ubs.com

What schools did Jacob Westphal attend?

Jacob Westphal attended University Of Wisconsin-Milwaukee, Rockford University, Oconto High School.

What are some of Jacob Westphal's interests?

Jacob Westphal has interest in Skiing, Investing, Politics, Green Bay Packers, Baseball, Finance, Economics, Fitness, Sports.

What skills is Jacob Westphal known for?

Jacob Westphal has skills like Microsoft Excel, Leadership, Microsoft Word, Microsoft Office, Analysis, Customer Service, Public Speaking, Time Management, Teamwork, Powerpoint, Investments, Factset.

Who are Jacob Westphal's colleagues?

Jacob Westphal's colleagues are Linda Lorenz, Aj Hosig, Sumit Arora, Darian Rasmann, Andrew Fleming, Cfa, Brian Backe, Kevin Clark.

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