Robert Michael Helf
Analyst-Equity at Fiduciary Management, Inc.
Profile
Mr. Robert M.
Helf, CFA, is a Partner & Research Analyst at Fiduciary Management, Inc. He joined the firm in 1998.
He is a partner and member of the firm’s Portfolio Management Committee.
He is primarily responsible for equity research covering a wide range of industries.
Prior to joining FMI, Mr. Helf was a research analyst with Robert W.
Baird (1990-1992) and then Everen Securities (1994-1997).
He received a BS degree from the University of Southern California and an MS degree from the University of Wisconsin-Applied Security Analysis Program.
He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation.
Robert Michael Helf 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. | Analyst-Equity | 31/12/1997 |
Former positions of Robert Michael Helf
| Companies | Position | End |
|---|---|---|
| Everen Securities, Inc. | Corporate Officer/Principal | 31/12/1996 |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | 31/12/1991 |
Training of Robert Michael Helf
| University of Southern California | Undergraduate Degree |
| University of Wisconsin | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
| Everen Securities, Inc. | Finance |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
- Stock Market
- Insiders
- Robert Michael Helf
