Heartland Financial USA

Heartland Financial USA

Heartland Financial USA

Date Founded



1398 Central Avenue, Dubuque, IA, 52001, USA

Type of Company


Employees (Worldwide)



Retail & Commercial Banking
Consumer Finance
Accounting & Financial Services
Internet Software & Services
Holding Companies

Company Description

Heartland Financial USA, Inc. is a bank holding company, which engages in the provision of banking, mortgage, wealth management, insurance, and consumer finance services to individuals and businesses. The company was founded in 1981 and is headquartered in Dubuque, IA.

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Executives & Employees

President & Chief Executive Officer

Executive Chairman

Executive Vice President & Chief Financial Officer

Executive Vice President, Deputy Chief Financial Officer & Principal Accounting Officer

Executive Vice President, Chief Marketing Officer, Director of Retail Banking

Chief Risk Officer & Executive Vice President

Executive Vice President & Chief Credit Officer

Executive Vice President & Chief Human Resources Officer

Regional Bank President, Colorado, Montana & California Markets

Executive Vice President, Head of Commercial Banking

Board of Directors

Executive Chairman at Heartland Financial USA

Chairman & Chief Executive Officer at Kendall/Hunt Publishing Co.

Former President at Aggregate Materials Co.

Former Chief Executive Officer at CoBank ACB

Former Executive Officer at Citywide Banks of Colorado, Inc.

President & Chief Executive Officer at Heartland Financial USA

Executive Vice President & Chief Product Office at MEDecision, Inc.

Former President & Chief Executive Officer at Bank of Blue Valley

The Grace Alliance LLC

Founder, Managing Partner at Crescendo Capital Partners LLC

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Heartland Financial USA
Owners & Shareholders
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EARNEST Partners is an institutional investment firm with a global network that we believe enables us to see and to seize opportunities that other investors overlook or cannot access. The firm manages approximately $20 billion in assets for clients around the world, including corporate pension plans, state and municipal pension plans, jointly-trusteed plans, foundations, endowments and sovereign wealth funds. We also manage portfolios for high net worth individuals through the platforms of some of the largest broker dealers in the world. In addition to our separate account business, EARNEST Partners is the sole subadvisor for the Hancock Horizon Diversified International Fund, the Touchstone Total Return Bond Fund and the Harbor Small Cap Value Fund. The Firm manages Approximately $20 Billion in assets for clients around the world. Local Touch We are fundamental, bottom-up investors; our investment decisions focus on the merits of individual securities. We believe the best investment decisions are thoughtfully distilled from a pool of expertise, and we are pleased to offer our clients a team with the experience and the network to assess the relevant geopolitical issues, demographic trends and cultural considerations impacting our investments. As a component of our due diligence process, investment team members regularly perform company visits across the Americas, the Asia Pacific region, Western and Eastern Europe, the Middle East and the Sub-continent. Collectively, EARNEST Partners' stakeholders have lived and worked in dozens of countries, and are fluent in the language, commerce and culture of diverse economies that represent a significant portion of the world's economic value and future growth. We believe that identifying the most attractive investment opportunities takes the proper focus: a global focus.

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Dubuque Bank & Trust Co. invests primarily in the stocks of US companies in the finance, electronic technology, health technology and energy minerals sectors. The firm invests across all market-caps. They maintain a low turnover rate

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Accredited Investors' (AI) investment decisions are based on the theory of mean reversion, which states that while valuations and returns for various assets may vary substantially, over time valuations will return to their long-term average. This approach leads to a clear-cut investment principle: buy low and sell high. The firm tends to not chase investment returns, or move capital to popular or trendy sectors or assets. AI focuses on long-term results by allocating capital to areas of the market where they perceive the most attractive relative valuations and, thus, the greatest potential returns. AI currently has five strategic asset allocations which vary based on risk and return. The mix is determined by the long-term historical characteristics of each asset class and is therefore rarely altered. The strategic asset allocation is tailored for each client within appropriate models, based on factors such as risk tolerance, portfolio liquidity needs, and time horizon. Using the strategic asset allocation as a framework, AI then seeks to tactically deploy capital to asset classes with the most attractive investment prospects. These decisions are based on valuations relative to historic averages and to other asset classes, on the firm's expectations for economic and market conditions, and on business and financial fundamentals. AI then decides on the specific investment vehicle to represent the strategic and tactical asset allocations. Although the vast majority of assets are held in ETFs and mutual funds, both actively and passively managed, investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and may also include closed end funds, individual equity securities, and individual fixed income securities.^

Recent Transactions
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Two Rivers Financial Group, Inc., Two Rivers Bank & Trust (Burlington, Iowa) purchase First Community Bank (Keokuk, Iowa) from Heartland Financial USA

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Heartland Financial USA purchases Blue Valley Ban Corp.

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Heartland Financial USA purchases First Bank Lubbock Bancshares, Inc.

Insider Transactions
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Transaction Advisors
Legal Advisor

Advised onHeartland Financial USA purchases Blue Valley Ban Corp.

Investment Advisor

Advised onHeartland Financial USA purchases Blue Valley Ban Corp.

Investment Advisor

Advised onHeartland Financial USA purchases Rocky Mountain Bancorp

Co-Chair, Venture Capital & Emerging Companies Practice Group

Advised onHeartland Financial USA purchases Premier Valley Bank

Legal Advisor

Advised onHeartland Financial USA purchases First Scottsdale Bank, NA


Advised onHeartland Financial USA issued . USD Common Stock

Key Stats and Financials As of 2018
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Total Enterprise Value
Earnings Per Share
TEVNet Income
Debt TEV
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Five Year Compounded Annual Growth Rate Of Revenue
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