Brian Jacobsen

Chief Economist at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, Wisconsin, United States, US

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Credentials

  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
    Dec, 2020
    - Oct, 2024
  • CFP
    CFP Board
    Sep, 2006
    - Oct, 2024
  • CFA
    CFA Institute
    Jul, 2004
    - Oct, 2024
  • CAIA Charterholder
    CAIA Association
    Nov, 2020
    - Oct, 2024

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Chief Economist
      • May 2023 - Present

  • Marquette University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Instructor of Practice
      • Aug 2020 - Present

      Monetary theory, corporate finance, international finance, and financial econometrics Monetary theory, corporate finance, international finance, and financial econometrics

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