About FMI

Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2019, FMI managed approximately $22.5 billion in assets for domestic and international institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the FMI Mutual Funds.

Meet Our Professional Staff

Patrick1

PATRICK J. ENGLISH | CFA – 58

Chairman, CEO, CIO
Experience: 34 years – Joined FMI: 1986
Stanford University, BA
Prior Experience: Dodge and Cox, Inc., 1985-1986
Member of the CFA Society of Milwaukee
Brandser

JOHN S. BRANDSER – 57

President, COO, CCO
Experience: 34 years – Joined FMI: 1995
University of Minnesota-Duluth, BA Accounting
Prior Experience: Marshall & Ilsley Corporation, 1985-1995
Member of the CFA Society of Milwaukee
Bloom

JONATHAN T. BLOOM | CFA – 37

Director of Research
Experience: 9 years – Joined FMI: 2010
Columbia Business School, MBA; Brown University, BA
Prior Experience: Applied Value Investing Program, Columbia Business School, 2008-2009
Member of the CFA Society of Milwaukee
Helf

ROBERT M. HELF | CFA – 50

Research Analyst
Experience: 29 years – Joined FMI: 1998
University of Southern California, BS; University of Wisconsin-Madison, MS
Prior Experience: Everen Securities, 1994-1997; Applied Securities Analysis Program, University of Wisconsin 1992-1993; Robert W. Baird, 1990-1992
Member of the CFA Society of Milwaukee
Ramer

ANDY P. RAMER | CFA – 43

Research Analyst
Experience: 22 years – Joined FMI: 2002
University of Illinois, BS
Prior Experience: Bufka & Rodgers, LLC, 1997-2002
Member of the CFA Society of Milwaukee
Goetzinger

MATTHEW J. GOETZINGER | CFA – 41

Research Analyst
Experience: 18 years – Joined FMI: 2004
University of Wisconsin-Madison, MS, BBA
Prior Experience: Applied Securities Analysis Program, University of Wisconsin, 2003-2004; Strong Investments, Inc., 2001-2002
Member of the CFA Society of Milwaukee
Sievers

DANIEL G. SIEVERS | CFA – 32

Research Analyst
Experience: 11 years – Joined FMI: 2009
Boston College, BS
Prior Experience: Evergreen Investment Management Company, LLC, 2008-2009
Member of the CFA Society of Milwaukee
Sullivan

MATTHEW T. SULLIVAN | CFA – 27

Research Analyst
Experience: 6 years – Joined FMI: 2013
Brown University, BA
Member of the CFA Society of Milwaukee
Teschendorf

JORDAN S. TESCHENDORF | CFA – 26

Research Analyst
Experience: 4 years – Joined FMI: 2015
University of Wisconsin-Madison, MS, BBA
Prior Experience: Applied Securities Analysis Program, University of Wisconsin, 2014-2015
Member of the CFA Society of Milwaukee
Karek

BENJAMIN D. KAREK – 31

Research Analyst
Experience: 2 years – Joined FMI: 2017
Columbia Business School, MBA; University of Michigan, BA
Prior Experience: Applied Value Investing Program, Columbia Business School, 2015-2017
Passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience
Burns

BLADEN J. BURNS | CFA – 48

Senior Vice President – Marketing/Client Service
Experience: 27 years – Joined FMI: 2002
Boston University, BS Business Administration
Prior Experience: Strong Capital Management, 1996-2002;
Wellesley Group Inc., 1994-1996; Brown, Brothers, Harriman, 1992-1994
Member of the CFA Society of Milwaukee
Stanley

MICHAEL S. STANLEY – 40

Vice President – Marketing/Client Service
Experience: 19 years – Joined FMI: 2003
Marquette University, MBA; University of Wisconsin-Whitewater, BBA
Prior Experience: Strong Capital Management, 2000-2003
Member of the CFA Society of Milwaukee
Nichols

CARRIE B. NICHOLS – 36

Vice President – Client Service
Experience: 14 years – Joined FMI: 2015
Indiana University, Kelley School of Business, BS
Prior Experience: FactSet Research Systems, Inc., 2006-2015; Nicholas Company, Inc., 2005-2006
Peterson

DREW D. PETERSON – 23

Associate – Client Service
Experience: 1 year – Joined FMI: 2018
University of Wisconsin-Madison, BBA
Taske

JESSICA P. TASKE – 38

Vice President – Administration
Experience: 17 years – Joined FMI: 2004
University of Wisconsin-LaCrosse, BS
Prior Experience: Wells Fargo, 2003-2004; Strong Capital Management, 2002-2003
Hirsch

COLLIN M. HIRSCH – 37

Senior Trader
Experience: 17 years – Joined FMI: 2007
University of Wisconsin-Milwaukee, BA, MS
Prior Experience: Artisan Partners, 2002-2007
Nicols

NORA S. NICOLS – 32

Vice President – Portfolio Administration/Trading
Experience: 10 years – Joined FMI: 2009
University of Wisconsin-Milwaukee, BA
Rusch

RYAN P. RUSCH – 31

Associate – Portfolio Administration/Trading
Experience: 9 years – Joined FMI: 2011
Marquette University, BA
Prior Experience: Cortina Asset Management, 2010-2011
Zaman

AMMNA ZAMAN | CPA – 27

Associate – Portfolio Administration/Trading
Experience: 3 years – Joined FMI: 2018
Carroll University, BS
Prior Experience: Zaman Properties, LLC 2016-2018; Baker Tilly Virchow Krause 2015-2016
Ladwig

RYAN J. LADWIG | CPA – 31

Compliance & Operations Officer
Experience: 9 years – Joined FMI: 2017
University of Wisconsin-Madison, BBA
Prior Experience: PricewaterhouseCoopers LLP 2014-2017; First Industrial Realty Trust 2010-2014
Grebe

LAUREN A. GREBE | CPA – 32

Chief Compliance Officer – FMI Funds, Inc.
Experience: 10 years – Joined FMI: 2016
Marquette University, BS
Prior Experience: PricewaterhouseCoopers LLP 2009-2016
FMI-Door-ONLY

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Contact FMI

414.226.4545
If you have any information requests regarding our Institutional Strategies, please call the number above.