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 9/30/2020, FMI managed approximately $15.6 billion in assets 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
Chairman, Chief Executive Officer, Chief Investment Officer

Jonathan T. Bloom, CFA
Director of Research

John S. Brandser
President,
Chief Operating Officer,
Chief Compliance Officer

Bladen J. Burns, CFA
Executive Vice President
Client Service

Ferrier

Dan J. Ferrier
Associate IT Director

Lauren A. Grebe, CPA
Chief Compliance Officer, FMI Funds

Haberman

Paula M. Haberman
Client Service Associate

Robert M. Helf, CFA
Research Analyst

Collin M. Hirsch
Head Trader

Julia L. Jensen
Research Analyst

Benjamin D. Karek, CFA
Research Analyst

Konneh

Mamadee M. Konneh
Administrative Associate

Ryan J. Ladwig, CPA
Compliance and Operations Officer

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
Vice President
Client Service

Andy P. Ramer, CFA
Research Analyst

Daniel G. Sievers, CFA
Research Analyst

Michael S. Stanley
Senior Vice President
Client Service

Matthew T. Sullivan, CFA
Research Analyst

Syvrud

Alexandra R. Syvrud
Client Service Associate

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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Fiduciary Management, Inc. (FMI) does not share any information with outside parties unless otherwise obligated by law.  Information collected will be used for distribution of an electronic Investment Strategy Outlook Letter (ISO) and quarterly snapshots.  Users may unsubscribe from the communication at any time.

Contact FMI

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