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Jack DeRoche
Jack DeRoche is the Supervisor of the Trading Team at Annex Wealth Management.
As Supervisor, Jack oversees the day-to-day activities of the traders at Annex Wealth Management and leads efforts to enhance the trading efficiencies of the firm. He also assists the research analysts through data compilation and analysis to help provide portfolio insights.
Jack’s experience in the financial industry, working as a financial representative and as a trader, lends him to be a talented problem-solver who understands prioritizing clients’ needs.
Jack graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration in Finance. During his time at UW-Madison, Jack was a member of the Portfolio Management Club as well as the Wealth Management Group.
Jack is an avid golfer and Wisconsin sports fan.
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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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