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Tony Thorn, CFA®
Research Analyst – Funds
Tony is a Research Analyst at Annex Wealth Management.
As a research analyst, Tony works closely with the Investment Committee conducting manager research and researching investment ideas. Tony closely monitors fund performance of portfolio holdings and leads research and analysis on adding new positions into the portfolio.
Prior to joining Annex, Tony was a manager research analyst covering equity strategies at an investment firm in Chicago, IL. Prior to that, he was a financial product specialist for the firm’s flagship product.
Tony holds a bachelor’s degree in finance and real estate from the University of Wisconsin–Madison. He also holds the Chartered Financial Analyst® designation.
Outside of work, Tony is an avid sports fan and enjoys spending time with his wife and pet corgi.
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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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