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 3/31/2023, FMI had approximately $14.1 billion in AUA ($13.9 billion AUM) for domestic and international institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the FMI Mutual Funds.

Meet the FMI Team

Patrick J. English, CFA
Executive Chairman, Co-Chief Investment Officer

Jonathan T. Bloom, CFA
Co-Chief Investment Officer

John S. Brandser
President, Chief Executive Officer

Daniel C. La Nuez, CPA
Chief Operating Officer, Chief Compliance Officer

Bladen J. Burns, CFA
Executive Vice President
Client Service

Ferrier

Dan J. Ferrier
Associate IT Director

Robert M. Helf, CFA
Research Analyst

Collin M. Hirsch
Head Trader

Benjamin D. Karek, CFA
Research Analyst

Konneh

Mamadee M. Konneh
Administrative Associate

Ryan J. Ladwig, CPA
Chief Compliance Officer - FMI Funds

Maxwell

Nick J. Maxwell
IT Director

Nevaranta

Gail C. Nevaranta
Administrative Associate

Carrie B. Nichols
Vice President
Client Service

Nora S. Nicols
Vice President - Portfolio Administration/Trading

Drew D. Peterson, CFA
Vice President
Client Service

Julia L. Ramon, CFA
Research Analyst

Syvrud

Alexandra R. Ruthenberg
Client Service Associate

Daniel G. Sievers, CFA
Research Analyst

Michael S. Stanley
Senior Vice President
Client Service

Matthew T. Sullivan, CFA
Research Analyst

Jessica P. Taske
Vice President - Administration

Jordan S. Teschendorf, CFA
Research Analyst

Dain C. Tofson, CFA
Research Analyst

Welti

Colleen L. Welti
Administrative Associate

Alexis B. Zawacki
Associate - Portfolio Administration/Trading

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.

©2023 Fiduciary Management, Inc.