Contact: Mark Beck
Phone: 262.786.6363
E-mail: mbeck@annexadvisors.com
Felske adds to a team of experienced professionals
BROOKFIELD, WI. Annex Wealth Management has continued to invest in high-quality personnel to meet the investment and financial planning needs of its growing client base. The firm is pleased to announce the addition of Derek Felske, CFA as Chief Investment Officer. The addition of Felske adds to Annex’s experienced team of professionals.
Felske earned a degree in Economics from Dartmouth College and an MBA from Wharton School at the University of Pennsylvania along with the Chartered Financial Analyst designation. Felske brings more than 25 years of investment management experience to Annex, having been a portfolio manager with firms such as Strong Capital Management and American Century.
“We take our responsibility to our clients seriously.” said David Spano, President of Annex Wealth Management. “The addition of Derek is great fit for our team.”
Annex Wealth Management, LLC is a premier, independent financial service organization headquartered in Brookfield, WI. Annex brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base. For more information, visit www.AnnexAdvisors.com.
Securities offered through H. Beck, Inc., member FINRA/SIPC. Annex Wealth Management, LLC and H. Beck, Inc. are unaffiliated.
