Derek is the Chief Investment Officer of Annex Wealth Management, LLC and is responsible for core and tactical asset allocation, active manager selection, and the development of Annex’s managed account portfolios. He chairs the Investment Policy Committee and interacts closely with the firm’s Investment Advisors. 

 

A Chartered Financial Analyst since 1994, Derek is bound by the CFA Institute’s Code of Ethics and Standards of Professional Conduct, which, among many other things, requires a charter holder to place the integrity of the profession and the interests of clients above their own interests. 

 

Prior to joining Annex, Derek was an Investment Advisor Representative with FSC Securities. In addition, Derek was previously a Senior Vice President and Portfolio Manager for Strong Capital Management and American Century Investments where he managed or co-managed mutual fund and separate account portfolios for retail accounts, high-net worth individuals, and institutional investors. 

 

Derek earned a Bachelor of Arts (BA) in Economics from Dartmouth College and a Master of Business Administration (MBA) in Finance and Accounting from the Wharton School at the University of Pennsylvania. 

 

Derek lives in downtown Milwaukee and is the proud father of two daughters, Kristina and Claire.