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Todd Kevin Voit
Marktstrateeg bij Annex Advisory Services LLC
Profiel
Dr. Todd K.
Voit is a Chief Investment Strategist at Annex Advisory Services LLC.
He has developed and managed client portfolios for 30 years.
Dr. Voit has spent this time studying business cycles, market history and has years of experience in dealing with diverse market environments for different clients.
In addition, for the past 20 years he has taught graduate and undergraduate courses in Investments, Advanced Investments, and International Investment courses at the University of Wisconsin—Milwaukee and is a Lecturer for continuing education for CPAs and Attorneys.
Dr. Voit has a Ph.D.
in Economics with concentrations in financial and international economics from the University of Wisconsin–Milwaukee.
He also earned a Master’s Degree in Economics with a concentration in Quantitative Economics and a Bachelor of Arts degree in Economics with an emphasis in International Economics from the University of Wisconsin–Milwaukee.
Actieve functies van Todd Kevin Voit
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Annex Advisory Services LLC
![]() Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Marktstrateeg | - |
Eerdere bekende functies van Todd Kevin Voit
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Voit & Co. LLC
![]() Voit & Co. LLC Investment ManagersFinance Voit & Co. LLC (Voit) is an independent, SEC-registered investment advisor headquartered in Brookfield, Wisconsin. The firm was founded by Todd Voit and Lorie Hamilton in 2000 as Voit & Hamilton LLC. Voit offers advisory services to individual clients, corporations, charitable organizations, pension and profit-sharing plans and sub-advisor services to other investment advisors. | Algemeen Directeur | 01-11-2020 |
Opleiding van Todd Kevin Voit
University of Wisconsin | Doctorate Degree |
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Bedrijven in privébezit | 2 |
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Voit & Co. LLC
![]() Voit & Co. LLC Investment ManagersFinance Voit & Co. LLC (Voit) is an independent, SEC-registered investment advisor headquartered in Brookfield, Wisconsin. The firm was founded by Todd Voit and Lorie Hamilton in 2000 as Voit & Hamilton LLC. Voit offers advisory services to individual clients, corporations, charitable organizations, pension and profit-sharing plans and sub-advisor services to other investment advisors. | Finance |
Annex Advisory Services LLC
![]() Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Finance |