Jack DeRoche

Jack DeRoche is the Manager of Investment Operations at Annex Wealth Management.

As Manager, Jack oversees the Annex Trading Team and Investment Operations Specialists, driving the optimization of processes, systems, and technology to improve operational efficiencies and ensure regulatory compliance. He collaborates with trading and research teams to streamline operations and support the firm’s comprehensive approach to investment management. Additionally, Jack provides data-driven insights to internal stakeholders, ensuring alignment with our role as a fiduciary and contributing to an exceptional client experience.

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.