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MFWire: Heartland Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Heartland Advisors
789 North Water Street
Suite 500
Milwaukee, WI  53202
Google Maps

Contact
Main Phone: 414-347-7777
Web Site: http://www.heartlandfunds.com

Mutual Fund Brand(s)
Heartland Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    William (“Bill”) J. Nasgovitz founded Heartland Advisors in 1983 and the firm remains owned by its employees through Heartland Holdings, Inc.

    Heartland Advisors claimed roughly $1.97 billion in total AUM as of July 2017.
    Sponsored Opportunities



    Key People:
    Bill Nasgovitz
    President and Founder ,
    Paul Beste
    Chief Operating Officer, Chief Financial Officer, Secretary and Director, Heartland Advisors
    Vinita Paul
    VP and Chief Compliance Officer , HEARTLAND ADVISORS, INC.
    David Fondrie
    Senior Vice President and Director, Chief Executive Officer, Heartland Group, Inc., Heartland Group, Inc.
    Cam Stephenson
    Vice President, Director of Marketing, Heartland Advisors, Inc.
    Michael Petroff
    VP Institutional Sales,
    Mike Jolin
    Research Analyst, Media Contact,
    Story Archive for Heartland Advisors
    Published On Story Headline Publication
    6/20/2024 Franklin, Matthews, and 30 Other AMs Win Big In Gotham MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    5/4/2017 The New Fund Fuss - May 4, 2017 MFWire.com
    3/2/2016 In the Heartland, a Fund Firm Prez Leaves MFWire.com
    2/22/2016 A Midwestern PM Leaves a $1.4B Value Fund Duo MFWire.com
    1/25/2016 A Heartland Vet Joins an Empire State Fund Firm MFWire.com
    10/14/2013 kasina: Advisors Want You Online, Big Time MFWire.com
    9/25/2013 A Milwaukee Shop Refines its Dialogue with Advisors MFWire.com
    7/26/2013 An Old MF Insider Trading Case is Resurrected MFWire.com
    5/17/2013 Stork and Reaper for the Week of May 17, 2013 MFWire.com
    5/10/2013 Heartland's Nasgovitz Has His Succession Plan Together — Do You? MFWire.com
    5/10/2013 A Chief Fundster Passes the Reins to His Son MFWire.com
    12/6/2012 WSJ Has the Scoop on Fund Pumping MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    4/13/2012 Is Isolation Milwaukee's Mutual Fund Secret? MFWire.com
    2/7/2012 Heartland Amps Up Marketing MFWire.com
    6/8/2011 Heartland Hunts for a Marketing Director MFWire.com
    10/25/2010 Vanguard and Franklin Win Gold STARs MFWire.com
    7/16/2010 Heartland Plans International Small Cap Fund MFWire.com
    3/2/2010 Petroff Bids Heartland Adieu MFWire.com
    1/6/2010 Heartland is on the Hunt to Fill a C-Level Post MFWire.com
    12/23/2009 Heartland is Hiring MFWire.com
    5/2/2008 FundTrack Does a Schwab Redux MFWire.com
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