Mark Schaefer

Mark Schaefer is a Trader at Annex Wealth Management in Milwaukee, WI, overseeing the daily execution of investment models and portfolio trades as part of the firm's core investment management team. In this role, he is particularly involved with the implementation of diversified investment strategies across major public asset classes, including equities and fixed income, and supports the design and rebalancing of 401(k) portfolio solutions.

Prior to his current position, Mark gained hands-on experience as an Assistant Investment Management Specialist and as an Investment Team Intern at Annex Wealth Management, developing proficiency in portfolio construction, trade execution, and operational investment support. His work has helped facilitate both institutional and individual client asset allocations, focusing on retirement plan administration as well as personalized investment mandates.

Mark holds a Bachelor of Science in Economics with an emphasis in Personal Finance from the University of Wisconsin-Madison, equipping him with a strong analytical and quantitative background. His expertise lies in the implementation of structured portfolio strategies and retirement plan solutions, with notable contributions to 401(k) portfolio management and model-based trading for high-net-worth and institutional clients in the Midwest.