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Troy William McGlone
Gestor de Cartera-Acciones en Heartland Advisors, Inc. .
Perfil
Mr. Troy W.
McGlone, CFA MBA, is a Vice President & Portfolio Manager at Heartland Advisors, Inc. He joined the firm in June 2014 and was promoted to his current role in 2019.
He has over 12 years of industry experience.
Previously, Mr. McGlone was a Portfolio Finance Analyst for five years at Stark Investments, an alternative investment firm.
He initially joined Stark as a Securities Lending Analyst.
Mr. McGlone earned a Master of Business Administration in Applied Securities Analysis at the University of Wisconsin-Madison in 2014.
His bachelor’s in finance was earned at the University of Wisconsin-Milwaukee in 2006.
He is CFA charter holder.
Cargos activos de Troy William McGlone
Empresas | Cargo | Inicio |
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Heartland Advisors, Inc.
![]() Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Gestor de Cartera-Acciones | 01/01/2019 |
Antiguos cargos conocidos de Troy William McGlone.
Empresas | Cargo | Fin |
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Stark & Roth LLC
![]() Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments. | Corporate Officer/Principal | - |
Formación de Troy William McGlone.
University of Wisconsin-Milwaukee | Undergraduate Degree |
University of Wisconsin | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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Heartland Advisors, Inc.
![]() Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Finance |
Stark & Roth LLC
![]() Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments. | Finance |
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