Blaine Disrud, CFA

Research Analyst at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Brookfield, Wisconsin, United States, US
Skills

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Bio

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Credentials

  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Aug, 2019
    - Oct, 2024
  • FINRA Series 65
    -
    Nov, 2013
    - Oct, 2024

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Research Analyst
      • Nov 2020 - Present

  • Voit & Company, LLC
    • Brookfield, WI
    • Research Analyst / Trader
      • Jul 2013 - Nov 2020

      Voit & Company, LLC was a Registered Investment Advisory firm. We developed customized investment portfolios for our clients. We managed are invested in individual stocks and bonds that coincided with the client's investment objective. Strong client relationships were borne out of exceptional efforts by our firm to accurately understand each client’s needs and objectives. Some of my responsibilities included: • Management of the firm's Fixed Income portfolios • Monitoring Equity and Fixed Income performance • Performing bottom up individual security analysis • Financial modeling • Analysis of economic data • Reviewing clients' investment allocations Show less

  • Voit & Company, LLC
    • Summer Intern
      • May 2012 - Aug 2012

      •Worked on research projects to help determine entry and exit points for trading stocks. •Built customized pro forma portfolios for potential clients. •Communication with clients on a regular basis. •Worked on research projects to help determine entry and exit points for trading stocks. •Built customized pro forma portfolios for potential clients. •Communication with clients on a regular basis.

Education

  • University of Minnesota-Twin Cities
    Bachelor's Degree, Economics
    2009 - 2013
  • University of Wisconsin-Milwaukee
    Master’s Degree, Financial Analysis
    2014 - 2016

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