Todd Voit
Chief Investment Strategist at Annex Wealth Management- Claim this Profile
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Bio
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Chief Investment Strategist
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Nov 2020 - Present
Chief Investment Strategist and Portfolio Manager responsible for equity research, trading and stock selection methodology. Chief Investment Strategist and Portfolio Manager responsible for equity research, trading and stock selection methodology.
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Voit & Company LLC
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Brookfield, WI
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Portfolio Manager | Economist | Chief Compliance Officer
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Jul 1995 - Nov 2020
Managing member of Voit & Company, a Registered Investment Advisory Firm. Portfolio Manager responsible for determining investment policies, allocations and security selection for institutional and individual client portfolios. Created balanced portfolios utilizing individual stocks and bonds in an effort to mitigate risk. Portfolio Manager for a Regulation D fund launched in 2014; this fund was available to accredited investors. As Chief Compliance Officer, oversaw the development and enforcement of our firm's policies and procedures to prevent violations of the Investment Advisers Act of 1940. Show less
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University of Wisconsin-Milwaukee
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United States
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Higher Education
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700 & Above Employee
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Emeritus Professor of Finance
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1995 - 2016
Taught graduate and undergraduate classes including Advanced Investments, International Investments and Investment Finance and Economics Taught graduate and undergraduate classes including Advanced Investments, International Investments and Investment Finance and Economics
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Co-Founder | Economist | Portfolio Manager
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1987 - 1995
Chief Investment Strategist for developing investment strategies, research and the allocation of over 200 client accounts held at multiple custodians. Hired as an expert witness to provide testimony. Chief Investment Strategist for developing investment strategies, research and the allocation of over 200 client accounts held at multiple custodians. Hired as an expert witness to provide testimony.
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Education
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University of Wisconsin-Milwaukee
Doctor of Philosophy (Ph.D.), Economics with concentrations in Financial and International Economics -
University of Wisconsin-Milwaukee
Master of Arts - MA, Econometrics and Quantitative Economics -
University of Wisconsin-Milwaukee
Bachelor of Arts - BA, Economics with an emphasis in International Economics