Todd Voit

Chief Investment Strategist at Annex Wealth Management

Todd Voit is an experienced professional with a diverse background in finance and investment management. Todd currently serves as the Chief Investment Strategist at Annex Wealth Management since November 2020. Prior to this, Todd was the Managing Member of Voit & Company LLC, a Registered Investment Advisory Firm, where they held the roles of Portfolio Manager, Economist, and Chief Compliance Officer for over 25 years, from July 1995 to November 2020. Todd was responsible for determining investment policies, allocations, and security selection for institutional and individual client portfolios. Todd also has a strong academic background and was an Emeritus Professor of Finance at the University of Wisconsin-Milwaukee from 1995 to 2016. Earlier in their career, they co-founded WFA Econometrics / WFA Asset Management Corporation, where they served as a Co-Founder, Economist, and Portfolio Manager. Todd has extensive expertise in developing investment strategies, research, and allocation of client accounts. Todd has also acted as an expert witness, providing testimony in their field.

Todd Voit received their Bachelor of Arts degree in Economics with an emphasis in International Economics from the University of Wisconsin-Milwaukee in 1986. Todd later obtained their Master of Arts degree in Econometrics and Quantitative Economics from the same university in 1994. Finally, Todd pursued further education and completed their Doctor of Philosophy (Ph.D.) in Economics with concentrations in Financial and International Economics at the University of Wisconsin-Milwaukee in 2004.

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Timeline

  • Chief Investment Strategist

    November, 2020 - present