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.