Carl Holzem

Carl Holzem is an experienced financial services professional with a robust background in client services and asset management. Currently serving as a Client Services Manager at Annex Wealth Management since March 2022, Carl has previously held similar positions at US Bancorp Fund Services for over a decade, where responsibilities included managing client relationships totaling $15 billion in assets, coordinating due diligence visits, and providing support to business development initiatives. Carl's career spans various roles, including Compliance/Marketing/Back Office Manager at Fall River Capital, where monthly accounting and compliance tasks were performed, and Alternative Investments Officer/Manager at US Bancorp Fund Services, focusing on alternative investment products and leading a team. Earlier experience includes roles as a Financial Reporting Analyst at Stark Investments and Portfolio Accountant at Strong Capital Management. Carl holds an MBA in Accounting and Finance and a BBA in Finance from the Lubar College of Business.