Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Chief Investment Strategist

  • 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.



Voit & Company LLC

• Brookfield, WI

• Portfolio Manager | Economist | Chief Compliance Officer

  • 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



University of Wisconsin-Milwaukee

• United States
• Higher Education
• 700 & Above Employee

• Emeritus Professor of Finance

  • 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



WFA Econometrics / WFA Asset Management Corporation

• USA

• Co-Founder | Economist | Portfolio Manager

  • 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.