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 6/30/2023, FMI had approximately $14.5 billion in AUA ($14.2 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


Dan J. Ferrier
Associate IT Director

Robert M. Helf, CFA
Research Analyst

Collin M. Hirsch
Head Trader

Benjamin D. Karek, CFA
Research Analyst


Mamadee M. Konneh
Administrative Associate

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


Nick J. Maxwell
IT Director


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


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


Colleen L. Welti
Administrative Associate

Alexis B. Zawacki
Associate - Portfolio Administration/Trading


Join Our Institutional Distribution List

To subscribe to FMI quarterly institutional commentary and updates, please complete and submit the form below.

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 fact sheets.  Users may unsubscribe from the communication at any time.

Contact FMI

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

©2023 Fiduciary Management, Inc.