Jonathan Bloom
Chief Investment Officer at Fiduciary Management, Inc.
Profile
Mr. Jonathan T.
Bloom, CFA MBA, is a Partner & Chief Investment Officer at Fiduciary Management, Inc. He joined Fiduciary Management, Inc. in 2010.
He is the Chief Investment Officer and is a partner at the firm.
He works with the firm’s analysts on vetting new research ideas.
He is a partner and member of the firm's Portfolio Management Committee.
He received a BA degree from Brown University and an MBA from Columbia Business School.
He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation.
Jonathan Bloom active positions
| Companies | Position | Start |
|---|---|---|
Fiduciary Management, Inc.
 Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Chief Investment Officer | 2022-12-31 |
Training of Jonathan Bloom
| Brown University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Fiduciary Management, Inc.
Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Finance |
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