Wealth Manager

Ken Pollard is a Wealth Manager at Annex Wealth Management. 

As a Wealth Manager, Ken meets with prospective clients, working to secure the client relationship and then oversees those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives, prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning Team, and engage in business development to deliver results. 

Ken has over 8 years of experience spanning wealth management and credit markets. Prior to joining Annex, Ken was an Associate at a financial advisory firm, where he supported client relationships and played a key role in financial planning, investment and reporting initiatives. Prior to that, Ken worked as an Investment Associate for an ultra-high-net-worth division, advising complex client relationships, and began his career as a Credit Analyst, focusing on stressed and distressed loans. Ken earned his B.A. in Economics from Indiana University and is a Certified Financial Planner®. Furthermore, Ken holds a Certificate in Credit Analysis from NYU. 

In his spare time, Ken likes to stay active and play a lot of tennis and golf. Additionally, he enjoys spending time with friends and family and watching the Green Bay Packers and Indiana Hoosiers.