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Annex Wealth Management
Matthew Morzy Mba

Matthew Morzy Mba

Investment Team Manager at Annex Wealth Management

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Previous companies

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Manager

Todd Voit

Chief Investment Strategist

Peers

Amy Kiiskila

Wealth Strategist & Estate Planning Attorney

Logan Kepler

Wealth Management Assistant

Jack Deroche

Trader

Reports

Mark Schaefer

Investment Team Intern

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Timeline

Investment Team Manager
January, 2021 - present
Investment Management Specialist
April, 2018
Associate Wealth Manager
December, 2016

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