Professional Staff

TED D. KELLNER, CFA – 66
Executive Chairman
Investment Experience: 44 Years – Joined FMI: 1980
University of Wisconsin–Madison, BBA
Prior Experience: Nicholas Company, Inc., 1973-1980; Brittingham, Inc., 1969-1973.
Past President and Member of the CFA Society of Milwaukee.
Executive Chairman
Investment Experience: 44 Years – Joined FMI: 1980
University of Wisconsin–Madison, BBA
Prior Experience: Nicholas Company, Inc., 1973-1980; Brittingham, Inc., 1969-1973.
Past President and Member of the CFA Society of Milwaukee.

PATRICK J. ENGLISH, CFA – 52
Chief Executive Officer, Chief Investment Officer
Investment Experience: 28 Years – Joined FMI: 1986
Stanford University, BA
Prior Experience: Dodge and Cox, Inc., 1985-1986.
Member of the CFA Society of Milwaukee.
Chief Executive Officer, Chief Investment Officer
Investment Experience: 28 Years – Joined FMI: 1986
Stanford University, BA
Prior Experience: Dodge and Cox, Inc., 1985-1986.
Member of the CFA Society of Milwaukee.

JOHN S. BRANDSER – 51
President, Chief Operating Officer, Chief Compliance Officer
Investment Experience: 28 Years – Joined FMI: 1995
University of Minnesota–Duluth, BA Accounting
Prior Experience: Marshall & Ilsley Corporation, 1985-1995.
Member of the CFA Society of Milwaukee.
President, Chief Operating Officer, Chief Compliance Officer
Investment Experience: 28 Years – Joined FMI: 1995
University of Minnesota–Duluth, BA Accounting
Prior Experience: Marshall & Ilsley Corporation, 1985-1995.
Member of the CFA Society of Milwaukee.

BLADEN J. BURNS, CFA – 43
Senior Vice President – Marketing/Client Service
Investment Experience: 21 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.
Senior Vice President – Marketing/Client Service
Investment Experience: 21 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.

ANDY P. RAMER, CFA – 38
Director of Research, Research Analyst
Investment Experience: 16 years – Joined FMI: 2002
University of Illinois, BS
Prior Experience: Bufka & Rodgers, LLC, 1997-2002.
Member of the CFA Society of Milwaukee.
Director of Research, Research Analyst
Investment Experience: 16 years – Joined FMI: 2002
University of Illinois, BS
Prior Experience: Bufka & Rodgers, LLC, 1997-2002.
Member of the CFA Society of Milwaukee.

ROBERT M. HELF, CFA – 44
Research Analyst
Investment Experience: 23 Years – Joined FMI: 1998
University of Southern California, BS; University of Wisconsin, MS
Applied Securities Analysis Program, University of Wisconsin 1992-1993.
Prior Experience: Everen Securities, 1994-1997; Robert W. Baird, 1990-1992.
Member of the CFA Society of Milwaukee.
Research Analyst
Investment Experience: 23 Years – Joined FMI: 1998
University of Southern California, BS; University of Wisconsin, MS
Applied Securities Analysis Program, University of Wisconsin 1992-1993.
Prior Experience: Everen Securities, 1994-1997; Robert W. Baird, 1990-1992.
Member of the CFA Society of Milwaukee.

MATTHEW J. GOETZINGER, CFA – 35
Research Analyst
Investment Experience: 12 years – Joined FMI: 2004
University of Wisconsin–Madison, MS, BBA
Prior Experience: Applied Securities Analysis Program, University of Wisconsin, 2003-2004; Robert W. Baird & Company, Inc., 2003; Strong Investments, Inc., 2001-2002.
Member of the CFA Society of Milwaukee.
Research Analyst
Investment Experience: 12 years – Joined FMI: 2004
University of Wisconsin–Madison, MS, BBA
Prior Experience: Applied Securities Analysis Program, University of Wisconsin, 2003-2004; Robert W. Baird & Company, Inc., 2003; Strong Investments, Inc., 2001-2002.
Member of the CFA Society of Milwaukee.

KARL T. POEHLS, CFA – 32
Research Analyst
Investment Experience: 9 years – Joined FMI: 2008
University of Wisconsin–Madison, MBA, University of Wisconsin- LaCrosse, BS
Prior Experience: Applied Securities Analysis Program, University of Wisconsin, 2006-2008; UBS Investment Bank, 2007; Smith Barney, Citigroup Global Markets, 2004-2006.
Member of the CFA Society of Milwaukee.
Research Analyst
Investment Experience: 9 years – Joined FMI: 2008
University of Wisconsin–Madison, MBA, University of Wisconsin- LaCrosse, BS
Prior Experience: Applied Securities Analysis Program, University of Wisconsin, 2006-2008; UBS Investment Bank, 2007; Smith Barney, Citigroup Global Markets, 2004-2006.
Member of the CFA Society of Milwaukee.

DANIEL G. SIEVERS, CFA – 27
Research Analyst
Investment Experience: 5 years – Joined FMI: 2009
Boston College, BS
Prior Experience: Evergreen Investment Management Company, LLC, 2008-2009.
Member of the CFA Society of Milwaukee.
Research Analyst
Investment Experience: 5 years – Joined FMI: 2009
Boston College, BS
Prior Experience: Evergreen Investment Management Company, LLC, 2008-2009.
Member of the CFA Society of Milwaukee.

JONATHAN T. BLOOM – 32
Research Analyst
Investment Experience: 3 years – Joined FMI: 2010
Columbia Business School, MBA; Brown University, BA
Prior Experience: Applied Value Investing Program, Columbia Business School, 2008-2009; National Investment Services, 2009.
Member of the CFA Society of Milwaukee.
Jonathan has passed all three levels of the CFA exam. His charter is pending his completion of the work experience requirement.
Research Analyst
Investment Experience: 3 years – Joined FMI: 2010
Columbia Business School, MBA; Brown University, BA
Prior Experience: Applied Value Investing Program, Columbia Business School, 2008-2009; National Investment Services, 2009.
Member of the CFA Society of Milwaukee.
Jonathan has passed all three levels of the CFA exam. His charter is pending his completion of the work experience requirement.

MICHAEL S. STANLEY – 35
Vice President – Marketing/Client Service
Investment Experience: 13 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.
Vice President – Marketing/Client Service
Investment Experience: 13 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.

LESLIE A. HULTGREN – 26
Vice President – Marketing/Client Service
Investment Experience: 4 years – Joined FMI: 2012
Marquette University, BBA
Prior Experience: Wells Capital Management, 2008-2012.
Vice President – Marketing/Client Service
Investment Experience: 4 years – Joined FMI: 2012
Marquette University, BBA
Prior Experience: Wells Capital Management, 2008-2012.

COLLIN M. HIRSCH – 32
Senior Trader
Investment Experience: 11 years – Joined FMI: 2007
University of Wisconsin-Milwaukee, BA, MS
Prior Experience: Artisan Partners, 2002-2007.
Senior Trader
Investment Experience: 11 years – Joined FMI: 2007
University of Wisconsin-Milwaukee, BA, MS
Prior Experience: Artisan Partners, 2002-2007.

NORA A. SMITH – 26
Vice President – Portfolio Administration/Trading
Investment Experience: 4 years – Joined FMI: 2009
University of Wisconsin-Milwaukee, BA
Vice President – Portfolio Administration/Trading
Investment Experience: 4 years – Joined FMI: 2009
University of Wisconsin-Milwaukee, BA

RYAN P. RUSCH – 25
Associate – Portfolio Administration/Trading
Investment Experience: 3 years – Joined FMI: 2011
Marquette University, BA
Prior Experience: Cortina Asset Management, 2010-2011
Associate – Portfolio Administration/Trading
Investment Experience: 3 years – Joined FMI: 2011
Marquette University, BA
Prior Experience: Cortina Asset Management, 2010-2011

JESSICA P. TASKE – 32
Vice President – Administration
Investment Experience: 10 years – Joined FMI: 2004
University of Wisconsin-LaCrosse, BS
Prior Experience: Wells Fargo, 2003-2004; Strong Capital Management, 2002-2003.
Vice President – Administration
Investment Experience: 10 years – Joined FMI: 2004
University of Wisconsin-LaCrosse, BS
Prior Experience: Wells Fargo, 2003-2004; Strong Capital Management, 2002-2003.