Thursday, September 11, 2014

Largest Milwaukee-area investment managers (ranked by managed assets as of Dec. 31, 2013)

Locally Researched by: Barbara Zaferos, Milwaukee Business Journal
22-Aug-14
The list of largest Milwaukee-area investment managers is ranked by assets managed (Dec. 31, 2013)
Rank
Company
Managed assets as of 12/31/13
Investment strategy, style
Top local executive
1 Mason Street Advisors LLC $118,500,000,000 Fixed income - investment grade corporate, securitized, government, high yield Ronald Joelson, president
720 E. Wisconsin Ave. equity - domestic growth
Milwaukee, WI 53202
2 Artisan Partners $105,500,000,000 Independent investment firm that provides broad range of high value-added strategies Bob Batchelor, managing director, head of marketing and communications
875 E. Wisconsin Ave.
Suite 800
Milwaukee, WI 53202
3 Fiduciary Management Inc. $20,650,900,000 Equity strategies that apply a value discipline, with a focused approach firmly rooted in fundamental research Ted Kellner, executive chairman
100 E. Wisconsin Ave. Patrick English, CEO, chief investment officer
Suite 2200 John Brandser, president, COO, CCO
Milwaukee, WI 53202
4 Baird Advisors $20,105,160,000 Structured, short,intermediate, taxable and tax-exempt, core fixed income, including long duration customized benchmarks Mary Ellen Stanek, managing director, chief investment officer
777 E. Wisconsin Ave.
Suite 2500
Milwaukee, WI 53202
5 Geneva Capital Management $6,700,000,000 U.S. mid-growth and small-cap growth Nick Bauer, principal, director of consultant relations
100 E. Wisconsin Ave. Amy Croen,
Suite 2550 Scott Priebe, managing principals
Milwaukee, WI 53202

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