Brian Bartholomew

Brian Bartholomew is the Director of Integrations at Annex Wealth Management.

As Director of Integrations, Brian oversees Annex’s acquisition team and leads onboarding new partner firms. Brian is also responsible for helping evaluate prospective acquisitions and managing end to end integration process to ensure a seamless transition for advisors, staff, and clients.

Brian has over 10 years of experience in the industry working with clients to help them achieve their financial goals. He has an extensive background in financial planning, financial operations, and client service.

Brian graduated in 2006 from the University of Wisconsin.

In his free time Brian enjoys exercising, golf and all things Wisconsin Badgers. He lives in Middleton, WI with his wife Michelle.