Jacob Westphal

 
Previously, Westphal was an Equity Research Associate at UBS Investment Bank where he participated in all aspects of the equity research process covering the Leisure, Gaming, and Lodging space. Prior to his role at UBS Investment Bank, he also gained equity research experience as a Research Associate at Evalueserve and an Equity Analyst Intern at Netols Asset Management. 
 
He earned a bachelor's in Finance from the University of Wisconsin-Milwaukee in 2016 and completed the school's Investment Management Certificate program.

• Heartland Advisors, 2020-present
• UBS Investment Bank, 2017-2020
• Evalueserve, 2016-2017

• B.B.A. in Finance, University of Wisconsin – Milwaukee, 2016

Certification

• Passed CFA Level I (2016)

Community Service

• Salvation Army Echelon, President
• Salvation Army Golf Outing Commitee, Member