As Senior Wealth Manager – Annex Private Client, Anthony is focused on High-Net-Worth and Ultra-High-Net-Worth Wealth Management at Annex. Annex Private Client has a concentration on seamlessly aligning advanced tax, investment, distribution, estate, and philanthropy planning as well as other complex private wealth strategies.

Anthony is also a member of the Annex Investment Oversight Committee. In Anthony’s former roles he led investment research, investment selection and asset allocation, in addition to being on the Strategic Investment Committee. Anthony holds the Certified Investment Management Analyst (CIMA®) designation through the University of Chicago Booth School of Business as well as the Behavior Financial Advisor designation. Anthony received his Bachelor of Science from the University of Wisconsin-Whitewater and Master of Business Administration from the University of Wisconsin-Whitewater College of Business and Economics.

Anthony has 20 years in the financial services industry and over 15 years of private wealth management. Prior to Annex, Anthony worked with clients and advisors alike; he led a regional office and a private client team and worked on firm growth initiatives. At Annex, Anthony supports firm-wide growth trajectory of sustainable growth in support of continuous improvement while deepening tools and resources for clients. Leveraging Anthony’s leadership experiences, Anthony will assist Annex Wealth Managers with training, development, and mentoring.

A next generation figure in the community, Anthony is a member of the Metropolitan Milwaukee Association of Commerce Leadership Council. He serves as a Board Member at Saint Thomas More High School and Co-Founder of 24:Up, Inc.’s Institute of Basketball, which focuses on developing future leaders through the team sport of basketball. Anthony is an active supporter with Children’s Wisconsin and many different non-profits around the community. Anthony was recently recognized by BizTimes Media Non-Profit Excellence as a Next Generation Leadership Award finalist as well as receiving the Patriot Award given by the Employer Support of the Guard and Reserve.

Anthony and his wife Kelly have four children and enjoy time together, with extended family, and friends. If you don’t find Anthony around the community, you’ll probably find him on a sports field or basketball court in his off time!