Derek Felske

Derek Felske serves as Chief Investment Officer at Annex Wealth Management in Milwaukee, WI, where he oversees the firm’s investment strategy, portfolio management, and chairs the Investment Policy Committee. His responsibilities include guiding asset allocation decisions, managing investment selection, and analyzing market trends to optimize client outcomes across both individual and institutional portfolios. He plays a key role in developing and communicating the firm's insights on market strengths, weaknesses, opportunities, and threats through educational initiatives and the Annex Wealth Management SWOT Podcast.

Felske is experienced in managing investments across multiple asset classes, with expertise in equities, fixed income, and alternative investments. His work encompasses comprehensive strategies for wealth management, retirement planning, and 401(k) plan guidance for businesses. He frequently engages with evolving sectors such as technology, healthcare, consumer staples, and GDP-sensitive cyclical industries, tailoring allocation strategies to current macroeconomic conditions.

He holds a Bachelor of Arts in Economics from Dartmouth College and an MBA in Finance and Accounting from The Wharton School at the University of Pennsylvania. With over a decade as CIO at Annex Wealth Management and a career distinguished by thought leadership and prudent investment decision-making, Felske is recognized for his industry contributions in investment policy development and financial education.