Andrew John Fleming
Portfolio Manager-Equities at Heartland Advisors, Inc.
Profile
Mr. Andrew J.
Fleming, CFA MBA, is a Vice President, Director of Research & Portfolio Manager at Heartland Advisors, Inc. He joined the firm in June 2012.
He joined the Investment Team as a Research Analyst and began as a Portfolio Manager in 2015.
He has over 11 years of industry experience.
Previously, Mr. Fleming was an Associate with McKinley Reserve, a Wisconsin-based family office.
In this role, he supported the private investment activities of the firm and helped raise capital for its portfolio companies.
His work included due diligence, market research, financial modeling, and valuation analysis.
Mr. Fleming received his B.S.
in Finance degree from Georgetown University (2004), a J.D.
degree from Marquette University Law School (2007) and an MBA in Applied Securities Analysis from the University of Wisconsin (2012).
Andrew John Fleming active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 31/12/2014 |
Training of Andrew John Fleming
| Georgetown University | Undergraduate Degree |
| Marquette University Law School | Graduate Degree |
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Andrew John Fleming
