Nathaniel R. Penn

Nathaniel R. Penn, Investment Analyst, joined NSAM in March 2020. He previously worked as a Research Analyst with Heartland Advisors, Inc. in
Milwaukee, Wisconsin from May 2017 to February 2020, after interning with the firm beginning in December 2015. Nathaniel is a 2017 graduate of
Marquette University with a Bachelors of Science in Business Administration degree in Finance. At Marquette, Nathaniel was a Student Analyst for the
university’s Applied Investment Management Program, which enabled a selected group of Finance students to manage a $2M+ portion of the endowment fund through individual equity and fixed-income investments. Nathaniel is a Chartered Investment Analyst (CFA®).

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