private_equity

Ted D. Kellner

A Chartered Financial Analyst with 47 years of investment experience, Ted Kellner is a retired founder and portfolio manager with Fiduciary Management Inc., an investment management firm established in 1980. The firm currently manages approximately $25 billion in assets, in pension and profit sharing trusts, Taft-Hartley and public funds, endowments, and personal trusts throughout the United States. Ted also founded and serves as Executive Chairman and Treasurer of Fiduciary Real Estate Development, Inc., also in Milwaukee, which owns and manages over $750 million in multi-family residential units.

He presently serves on the boards of American Family Mutual Insurance Company and the BMO Bradley Center. He also serves on the board of charitable organizations including the Bluecoats Foundation, Children's Hospital System, Chipstone Foundation, the Fund for Wisconsin Scholars and Milwaukee World Festival, Inc.

He also serves as a director for Badger Advocates, the Greater Milwaukee Committee (Past Chair), the Medical College of Wisconsin (Trustee), the Metropolitan Milwaukee Association of Commerce (Past Chair), the Milwaukee School of Engineering (Corporate Director), and the University of Wisconsin Foundation (Ex Officio Board Member/Past Chair).

Ted received the Harvard Business School of Wisconsin Business Leader of the Year Award in 2016; the Woodrow Wilson Award for Public Service, and Wisconsin Business Hall of Fame Distinguished Executive Award, in 2011; Distinguished Alumni Award from the University of Wisconsin Alumni Association in 1998; and the Distinguished Alumni Award from the University Of Wisconsin School Of Business Alumni Association in 1994.

Ted holds a BBA in Finance, Investment and Banking from the University Of Wisconsin School Of Business.

 

 

   Location:

757 N. Broadway Street, Suite 400
Milwaukee, WI  53202
www.lakeviewequity.com

Kent Velde, President
414/732-2037
kvelde@lakeviewequity.com

Joe Cesarz, Managing Director
414/732-2038
jcesarz@lakeviewequity.com

Becky Diedrich, Controller
414/732-2040
bdiedrich@lakeviewequity.com