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Mark Schaefer
Mark Schaefer is a Trader at Annex Wealth Management.
As a trader, Mark 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.
Prior to joining the team full-time, Mark was an Investment Team Intern for Annex Wealth Management. He is currently pursuing the Chartered Financial Analyst designation.
Mark graduated from the University of Wisconsin – Madison with a Bachelor of Science in Economics and Personal Finance. During his time at UW-Madison, Mark was a member of the Finance and Investment Society as well as the Badger Blockchain.
Mark enjoys fishing, working out, and spending time with family and friends.
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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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