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Jeffrey Strong

Jeffrey Strong

Senior Equity Analyst

Followers of Jeffrey Strong631 followers
location of Jeffrey StrongMilwaukee, Wisconsin, United States

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  • Timeline

  • About me

    Vice President, Senior Equity Research Analyst at Nicholas Company Inc.

  • Education

    • University of Wisconsin-Madison

      2002 - 2006
      BBA Finance

    • University of Wisconsin-Madison - School of Business

      2008 - 2010
      Applied Security Analysis Program Finance

      Activities and Societies: Awarded Graduate Scholarship from the Stephen Hawk Center for Applied Security Analysis (2008) Teaching Assistant for Finance 300, Introduction to Finance (2009-2010) ASAP is a two-year program that combines financial theory with hands-on training in security analysis and portfolio management, which culminates in student teams managing over $65 million during their second year.

  • Experience

    • Bank of Montreal

      May 2008 - Nov 2016
      Senior Equity Analyst

      Equity Analyst, Small/Mid Cap Value Products. Responsible for Technology and Industrial sectors. BMO Mid-Cap Value Fund MRVIXBMO Small-Cap Value Fund MRSNX

    • Heartland Advisors, Inc.

      Mar 2017 - Sept 2018
      Research Analyst

      Research Analyst for Heartland Value Fund (HRTVX), focused on small and micro cap stocks.

    • State of Wisconsin Investment Board

      Sept 2018 - Apr 2021
      Portfolio Manager

      Manage Global Technology Equity Portfolio

    • Nicholas Company

      Apr 2021 - now
      Vice President, Senior Equity Research Analyst

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Sept 2013