Troy McGlone
Vice President and Portfolio Manager at Heartland Advisors Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Heartland Advisors, Inc. | Vice President and Portfolio Manager | Apr 2019 to Present | — |
| Heartland Advisors, Inc. | Research Analyst | Jun 2014 to Present | — |
| University of Wisconsin-Madison | Graduate Teaching Assistant - Securities Analysis | Jan 2014 to May 2014 | — |
| University of Wisconsin-Madison | Teaching Assistant - Introduction to Corporate Finance | Aug 2013 to Dec 2013 | — |
| Heartland Advisors, Inc. | Equity Research Intern | May 2013 to Aug 2013 | — |
| Stark Investments | Portfolio Fianance Analyst | Nov 2007 to Aug 2012 | — |
| Stark Investments | Securities Lending Analyst | May 2006 to Nov 2007 | — |
| McKinley Reserve | Reseach Associate Intern | Dec 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
Others at Heartland Advisors Inc. (7)
| Name | Role | Location |
|---|---|---|
B Brad Evans | Portfolio Manager | Milwaukee, WI , United States |
C Colin McWey | Portfolio Manager | Milwaukee, WI , United States |
| Senior Vice President - Equity Trading | Milwaukee, WI , United States | |
M Michael Warecki | Associate Portfolio Manager | Milwaukee, WI , United States |
B Bill Nasgovitz | Chairman and Portfolio Manager | Milwaukee, WI , United States |
L Lauren Johnson | Research Analyst | Milwaukee, WI , United States |
| CEO and Portfolio Manager | Milwaukee, WI , United States |