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Career history of Rick Lane
Former positions of Rick Lane
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 1994-08-31 | - |
Cleary Gull Reiland & McDevitt, Inc. | Corporate Officer/Principal | 1988-12-31 | 1993-12-30 |
Broadview Advisors LLC
![]() Broadview Advisors LLC Investment ManagersFinance Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company. | Analyst-Equity | 2001-01-31 | - |
Chief Executive Officer | 2001-01-31 | - | |
Founder | 2001-01-31 | - | |
Portfolio Manager-Equities | 2001-01-31 | - | |
President | 2001-01-31 | - |
Training of Rick Lane
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Chief Executive Officer | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Broadview Advisors LLC
![]() Broadview Advisors LLC Investment ManagersFinance Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company. | Finance |
Cleary Gull Reiland & McDevitt, Inc. | Finance |
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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