Professional Staff

Kellner
TED D. KELLNER, CFA – 70
Executive Chairman
Investment Experience: 47 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 – 55
Chief Executive Officer, Chief Investment Officer
Investment Experience: 31 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 – 54
President, Chief Operating Officer, Chief Compliance Officer
Investment Experience: 31 Years – Joined FMI: 1995
University of Minnesota–Duluth, BA Accounting
Prior Experience: Marshall & Ilsley Corporation, 1985-1995.
Member of the CFA Society of Milwaukee.
Ramer
ANDY P. RAMER, CFA – 41
Director of Research – Domestic Equities
Investment Experience: 19 years – Joined FMI: 2002
University of Illinois, BS
Prior Experience: Bufka & Rodgers, LLC, 1997-2002.
Member of the CFA Society of Milwaukee.
Bloom
JONATHAN T. BLOOM, CFA – 35
Director of Research – International Equities
Investment Experience: 6 years – Joined FMI: 2010
Columbia Business School, MBA; Brown University, BA
Prior Experience: Applied Value Investing Program, Columbia Business School, 2008-2009.
Member of the CFA Society of Milwaukee.
Helf
ROBERT M. HELF, CFA – 47
Research Analyst
Investment Experience: 26 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 – 38
Research Analyst
Investment Experience: 15 years – Joined FMI: 2004
University of Wisconsin–Madison, MS, BBA
Prior Experience: Applied Securities Analysis Program, University of Wisconsin, 2003-2004; Strong Investments, Inc., 2001-2002.
Member of the CFA Society of Milwaukee.
Sievers
DANIEL G. SIEVERS, CFA – 30
Research Analyst
Investment Experience: 8 years – Joined FMI: 2009
Boston College, BS
Prior Experience: Evergreen Investment Management Company, LLC, 2008-2009.
Member of the CFA Society of Milwaukee.
Sullivan
MATTHEW T. SULLIVAN – 25
Research Analyst
Investment Experience: 3 years – Joined FMI: 2013
Brown University, BA
Passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience
Teschendorf
JORDAN S. TESCHENDORF – 23
Research Analyst
Investment Experience: 1 year – Joined FMI: 2015
University of Wisconsin-Madison, MS, BBA
Prior Experience: Applied Securities Analysis Program, University of Wisconsin, 2014-2015
Passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience
Burns
BLADEN J. BURNS, CFA – 46
Senior Vice President – Marketing/Client Service
Investment Experience: 24 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.
Stanley
MICHAEL S. STANLEY – 37
Vice President – Marketing/Client Service
Investment Experience: 16 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.
Belcher
CARRIE B. NICHOLS – 33
Vice President – Client Service
Investment Experience: 1 year – Joined FMI: 2015
Indiana University, Kelley School of Business, BS
Prior Experience: FactSet Research Systems, Inc., 2006-2015; Nicholas Company, Inc., 2005-2006.
Hirsch
COLLIN M. HIRSCH – 35
Senior Trader
Investment Experience: 14 years – Joined FMI: 2007
University of Wisconsin-Milwaukee, BA, MS
Prior Experience: Artisan Partners, 2002-2007.
Smith
NORA A. SMITH – 29
Vice President – Portfolio Administration/Trading
Investment Experience: 7 years – Joined FMI: 2009
University of Wisconsin-Milwaukee, BA
Rusch
RYAN P. RUSCH – 28
Associate – Portfolio Administration/Trading
Investment Experience: 6 years – Joined FMI: 2011
Marquette University, BA
Prior Experience: Cortina Asset Management, 2010-2011
Taske
JESSICA P. TASKE – 35
Vice President – Administration
Investment Experience: 13 years – Joined FMI: 2004
University of Wisconsin-LaCrosse, BS
Prior Experience: Wells Fargo, 2003-2004; Strong Capital Management, 2002-2003.