← Meet the Team
Derek V.W. Felske, CFA®
As the Chief Investment Officer, Derek is responsible for establishing investment policy and strategy, strategic and tactical asset allocation, active manager selection, and the development of Annex’s discretionary managed account portfolios. He chairs the Investment Policy Committee and interacts closely with the firm’s financial Advisors.
Before Annex Wealth Management, Derek served as Senior Vice President and Portfolio Manager for Strong Capital Management and American Century Investments.
Derek graduated from Dartmouth with a BA in Economics, then earned his MBA in Finance and Accounting from Wharton School (University of Pennsylvania). He holds the Chartered Financial Analyst designation.
Derek is an avid golfer and a proud father of his two daughters.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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