Beau Gross
Portfolio Specialist
Beau Gross is a Portfolio Specialist at Annex Wealth Management.
As a portfolio specialist, Beau helps deliver tailored investment success by managing and executing customized investment strategies for families.
Prior to joining Annex, Beau worked with another financial services firm helping with portfolio allocation and rebalancing. He graduated from UW Oshkosh with a Bachelor of Business Administration with majors in Economics and Marketing. He has also passed the Series 65 exam.
For fun, Beau likes to go on cruises, take his dog on long walks, and play pickleball.