Professional Staff

Kellner
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.
English
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.
Brandser
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.
Burns
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.
Ramer
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.
Helf
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.
Goetzinger
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.
Poehls
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.
Sievers
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.
Bloom
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.
Stanley
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.
Hultgren
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.
Hirsch
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.
Smith
NORA A. SMITH – 26
Vice President – Portfolio Administration/Trading
Investment Experience: 4 years – Joined FMI: 2009
University of Wisconsin-Milwaukee, BA
Rusch
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
Taske
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.