Guided by its regularly meeting Investment Policy Committee, Annex Wealth Management builds diversified, disciplined portfolios tailored to specific client needs, ranging from conservative to aggressive growth across various objectives like income, capital preservation, or capital appreciation.

Dave Spano, CFP^®

Chief Executive Officer

Derek V.W. Felske, CFA^®

Chief Investment Officer

Brian Jacobsen, PhD, JD, CFA^®, CFP^®, CAIA, CBE

Chief Economic Strategist

Katie Doyle

Director of Fixed Income Research

Anthony Mlachnik, MBA, CIMA^®, BFA

Senior Wealth Advisor

Todd Voit

Equity Strategy Advisor

Clayton Beilfuss

Trader

Nick Hillstrom, CFA

Research Analyst

Mark Schaefer

Associate Research Analyst

Jacob Johnson

Research Analyst