Jack DeRoche

Jack DeRoche is the Trading Team Supervisor at Annex Wealth Management in Milwaukee, Wisconsin. In this leadership role, he oversees the firm's trading operations, including execution, order management, and the implementation of investment strategies across client portfolios. His focus includes supervising a team responsible for managing daily trading activities and ensuring the efficiency and integrity of the firm's investment operations.

DeRoche's career at Annex Wealth Management began as an Investment Management Specialist, followed by a promotion to Trader, before assuming his current supervisory position. Throughout his tenure, he has gained substantial experience in asset allocation, trade execution, and operational oversight, with a primary focus on public equities, fixed income, and multi-asset strategies relevant to wealth management clients.

He holds a bachelor's degree in Finance, Investment and Banking from the University of Wisconsin-Madison, equipping him with solid analytical and financial modeling skills. Jack DeRoche is recognized for his contributions to enhancing trading framework stability and implementing best practices in investment operations, particularly in the areas of risk management and portfolio optimization for high-net-worth individuals and institutional clients.