Clayton Beilfuss

Clayton Beilfuss is a Trader at Annex Wealth Management in Waukesha, WI, where he is responsible for the day-to-day execution of trades and the practical implementation of the firm's investment models. In this role, he focuses on ensuring precise, efficient order handling and supports the portfolio management team’s investment strategies across various asset classes, with particular exposure to equities, fixed income, and ETF portfolios.

Prior to joining Annex Wealth Management, Clayton gained valuable industry experience as a Business Banking Intern at Altra Federal Credit Union and as a Seasonal Teller at Associated Bank, building a well-rounded background in both operational and client-facing aspects of financial services. His practical experience spans commercial banking, retail banking, and trade operations.

Clayton holds a Bachelor of Business Administration (BBA) in Finance from the University of Wisconsin-La Crosse. His expertise includes portfolio implementation, trade execution, and broad-based investment management, with a professional focus on public markets, portfolio risk management, and supporting multi-asset class strategies aimed at enhancing client outcomes.