Derek Felske

WORK HISTORY

EDUCATION

SKILLS

ABOUT DEREK FELSKE

Derek V.W. Felske, CFA is the Chief Investment Officer (CIO) of Annex Wealth Management LLC. He is responsible for establishing investment policy and strategy, strategic and tactical asset allocation, active manager selection, and the implementation and management of Annex’s discretionary managed account portfolios. He chairs the Investment Policy Committee and interacts closely with the firm’s Financial Advisors. Mr. Felske joined Annex in 2011 and has more than 25 years of experience in money management. Derek is an honors graduate from Dartmouth College with a BA degree in Economics. He earned an MBA in Finance and Accounting from The Wharton School (University of Pennsylvania) and holds his Chartered Financial Analyst (CFA) designation. As a holder of the CFA designation, Derek is bound by the CFA Institute’s Code of Ethics and Standards of Professional Conduct, which, among many other things, requires a charter holder to place the integrity of the investment management profession and the interests of clients above their own interests. Derek’s previous experience includes serving as a Senior Vice President and Portfolio Manager for Strong Capital Management and American Century Investments where he managed or co-managed more than $20 billion in mutual fund and separate account portfolios for retail accounts, high-net worth individuals and institutional investors. He was nationally recognized as a portfolio manager of one of “The 100 Best Mutual Funds To Own In America” in Gene Walden’s best seller of the same title, as an All-Star fund manager by USA Today (1994), as a “Category Kingpin” by the Wall Street Journal (2003) and has been featured in articles published by Barron’s, Money Magazine and Kiplinger’s. He has also appeared on CNBC, Fox Business News and Public television.