Mark Schaefer

Mark Schaefer is an Assistant Investment Management Specialist at Annex Wealth Management, where responsibilities include creating 401k portfolio allocations, utilizing FactSet for fund and equity screenings, and updating essential Excel worksheets for team operations. Since May 2015, Mark has served as a caddie at Bluemound Golf & Country Club, focusing on coaching young caddies and engaging in meaningful conversations with members and guests. Previously, Mark worked as a Golf Course Starter for Milwaukee County Parks, overseeing clubhouse operations and inventory management. Mark holds a Bachelor of Science degree in Economics and Personal Finance from the University of Wisconsin-Madison.