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Clayton Beilfuss
Clayton Beilfuss is a Trader at Annex Wealth Management.
As a Trader, Clayton executes the day-to-day implementation of model investment strategies on behalf of the Investment Committee. He plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team.
Clayton graduated from the University of Wisconsin – La Crosse with a Bachelor of Business Administration in Finance with a minor in Legal Studies. Prior to joining the team, he worked as a business banking intern.
Clayton enjoys golfing, working out, and cooking.
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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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