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Troy McGlone

Vice President and Portfolio Manager at Heartland Advisors Inc.

Milwaukee, WI , United States

About

Troy McGlone, CFA, is Vice President and Portfolio Manager at Heartland Advisors, Inc., based in Milwaukee, Wisconsin. He serves as Co-Portfolio Manager for both the Heartland Opportunistic Value Equity Strategy and the Heartland Mid Cap Value Fund, where he is responsible for overseeing portfolio construction, security selection, and research-driven investment decisions.

McGlone focuses on equity investments across the U.S. market cap spectrum, with particular expertise in small- and mid-cap value stocks, as well as select large-cap opportunities. His approach is grounded in Heartland's 10 Principles of Value Investing™ and emphasizes disciplined stock selection driven by deep fundamental research and the identification of catalysts for value realization.

Troy joined Heartland Advisors in 2014 as a Research Analyst and was later named Portfolio Manager, reflecting his analytical rigor and leadership within the firm. He holds an MBA in Applied Securities Analysis from the University of Wisconsin–Madison and a BBA in Finance from the University of Wisconsin–Milwaukee, and has shared his expertise as a guest lecturer and industry mentor.

Career History

OrganizationRoleDate RangeDetails
Heartland Advisors, Inc.Vice President and Portfolio ManagerApr 2019 to Present
Heartland Advisors, Inc.Research AnalystJun 2014 to Present
University of Wisconsin-MadisonGraduate Teaching Assistant - Securities AnalysisJan 2014 to May 2014
University of Wisconsin-MadisonTeaching Assistant - Introduction to Corporate FinanceAug 2013 to Dec 2013
Heartland Advisors, Inc.Equity Research InternMay 2013 to Aug 2013
Stark InvestmentsPortfolio Fianance AnalystNov 2007 to Aug 2012
Stark InvestmentsSecurities Lending AnalystMay 2006 to Nov 2007
McKinley ReserveReseach Associate InternDec 2005 to May 2006

Education

University of Wisconsin

Master of Business Administration (MBA)

2012 2014

University of Wisconsin-Milwaukee - School of Business Administration

Bachelor of Business Administration (BBA)

2002 2006

Skills & Expertise

Hedge Funds
Bloomberg
Equities
Equity Research
Financial Modeling
Portfolio Management
Financial Analysis
Fixed Income
Investments
Valuation
Asset Management
Corporate Finance
Alternative Investments
Finance
Mutual Funds
Value Investing
Financial Accounting

Others at Heartland Advisors Inc. (7)

NameRoleLocation
B
Brad Evans
Portfolio ManagerMilwaukee, WI , United States
C
Colin McWey
Portfolio ManagerMilwaukee, WI , United States
Kevin Clark
Kevin Clark
Senior Vice President - Equity TradingMilwaukee, WI , United States
M
Michael Warecki
Associate Portfolio ManagerMilwaukee, WI , United States
B
Bill Nasgovitz
Chairman and Portfolio ManagerMilwaukee, WI , United States
L
Lauren Johnson
Research AnalystMilwaukee, WI , United States
Will Nasgovitz
Will Nasgovitz
CEO and Portfolio ManagerMilwaukee, WI , United States