Annex Wealth Management
Sarah Kyle is a seasoned wealth management professional with extensive experience in advising high net worth individuals, families, and organizations. Currently serving as a Wealth Manager at Annex Wealth Management since March 2022, Sarah has previously held the role of Director of Equity Trading at NL Investments and served as the Director, Private Wealth Advisor at BMO Wealth Management - U.S. Sarah's earlier positions include Wealth Management Advisor at TIAA and President of Woodfield Trading Partners. Additionally, Sarah has a long tenure at Baird as Director of Institutional Equity Trading. Academic credentials include a BBA in Finance from Marquette University and further education from the University of Colorado Boulder.
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