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 3/31/2024, FMI had approximately $16.1 billion in AUA ($15.8 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

PMC = Portfolio Management Committee

Patrick J. English, CFA
Partner, Executive Chairman, PMC

Jonathan T. Bloom, CFA
Partner, CIO, PMC

John S. Brandser
Partner, President, CEO, PMC

Daniel C. La Nuez, CPA
Partner, COO, CCO

Bladen J. Burns, CFA
Partner, EVP-Client Service, Portfolio Specialist


Dan J. Ferrier
Associate IT Director

Robert M. Helf, CFA
Partner, Research Analyst, PMC

Collin M. Hirsch
Partner, Head Trader

Benjamin D. Karek, CFA
Partner, Research Analyst, PMC


Mamadee M. Konneh
Administrative Associate

Ryan J. Ladwig, CPA
CCO-FMI Funds, Inc.


Nick J. Maxwell
Partner, IT Director


Gail C. Nevaranta
Administrative Associate

Carrie B. Nichols
Partner, VP-Client Service

Nora S. Nicols
Partner, VP - Portfolio Admin/Trader

Drew D. Peterson, CFA
Partner, VP-Client Service

Julia L. Ramon, CFA
Partner, Research Analyst, PMC


Alexandra R. Ruthenberg
Client Service Associate

Michael S. Stanley
Partner, SVP-Client Service, Portfolio Specialist

Jake E. Strole, CFA
Research Analyst, PMC

Matthew T. Sullivan, CFA
Partner, Research Analyst, PMC

Jessica P. Taske
Partner, VP-Administration

Jordan S. Teschendorf, CFA
Partner, Research Analyst, PMC

Dain C. Tofson, CFA
Partner, Research Analyst, PMC


Colleen L. Welti
Administrative Associate

Alexis B. Zawacki
Portfolio Admin/Trading Associate


Join Our Institutional Distribution List

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Contact FMI

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

©2024 Fiduciary Management, Inc.