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Brian Bartholomew
Manager of Client Operations
Brian Bartholomew is the Manager of Client Operations at Annex Wealth Management.
As Manager, Brian oversees new client onboarding, cashiering tasks, and overall account maintenance. In this role, Brian and the Client Operations Department are responsible for managing operational workflows, compliance adherence, and technology integration to support client needs across each of the Annex service offerings. Additionally, this role involves collaborating with Annex Wealth Managers, Client Service Managers, and other stakeholders to optimize the Annex client experience and maintain operational excellence.
Brian has over 10 years of experience in the industry working with clients to help them achieve their financial goals. He has an extensive background in financial planning, financial operations, and client service.
Brian graduated in 2006 from the University of Wisconsin.
In his free time Brian enjoys exercising, golf and all things Wisconsin Badgers. He lives in Middleton, WI with his wife Michelle.
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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