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Carl Holzem
Client Service Manager
Carl Holzem is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Carl assists with all service-related needs of Annex Wealth Management clients.
Carl has over 26 years working in the financial services industry. Most recently, Carl was a Client Services Manager at US Bank Global Fund Services where he managed a team that oversaw the ongoing servicing needs of hedge fund and private equity managers.
Carl graduated from UW Milwaukee in 1996 with a degree in finance, and an MBA with an accounting emphasis from UW Milwaukee in 2002.
Carl enjoys spending his time golfing, fishing, and bowling. He also enjoys giving back to his community of Menomonee Falls as a member of the Falls Optimist Club.
Unleash the Power of What's Next
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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