Brian Jacobsen

Economist at

Annex Advisory Services LLC

Finance

Consumer Services

Health Services

Profile

Dr. Brian J.
Jacobsen is a Chief Economic Strategist at Annex Advisory Services LLC.
In this role, he provides insight and leadership to Annex’s clients and its Investment Committee, which guides client portfolio construction and investment philosophy.
Before working at Annex Wealth Management, Dr. Jacobsen worked as a Senior Investment Strategist and as a Chief Portfolio Strategist.
He was also an Associate Professor at Wisconsin Lutheran College.
He received his Bachelor’s Degree in Finance from the University of Wisconsin-Madison, a Ph.D.
in Economics from the University of Wisconsin-Milwaukee, and a law degree from Marquette University Law School.
Dr. Jacobsen has earned the right to use the Chartered Financial Analyst (CFA), the Certified Financial Planner (CFP), the Chartered Alternative Investment Analyst (CAIA), and the Certified Business Economist (CBE) designations.

Brian Jacobsen active positions

Companies	Position	Start
Annex Advisory Services LLC Annex Advisory Services LLC Investment ManagersFinance Annex builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee.	Economist	2023-04-30

All active positions of Brian Jacobsen

Former positions of Brian Jacobsen

Companies	Position	End
Allspring Funds Management LLC Allspring Funds Management LLC Investment ManagersFinance AFM uses a variety of methods to analyze securities and offers a broad array of investment strategies to manage assets or formulate investment advice, although for many client relationships, they have contracted with sub-advisor's day-to-day portfolio management services. The investment strategies that they offer include equity, fixed income, options overlay and money market-oriented strategies. Their strategies invest in a wide variety of financial instruments, including public and/or private equity securities, bonds and other debt securities, REITS, derivatives such as stock index futures and swaps, currency and currency related derivatives and other public and/or private collective investment vehicles.	Market Strategist	2023-03-31
AbleLight AbleLight Services to the Health IndustryHealth Services Operates as a non profit organization that provides support services to people with developmental disabilities	Director/Board Member	-

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Linked companies

Private companies	5
Allspring Funds Management LLC Allspring Funds Management LLC Investment ManagersFinance AFM uses a variety of methods to analyze securities and offers a broad array of investment strategies to manage assets or formulate investment advice, although for many client relationships, they have contracted with sub-advisor's day-to-day portfolio management services. The investment strategies that they offer include equity, fixed income, options overlay and money market-oriented strategies. Their strategies invest in a wide variety of financial instruments, including public and/or private equity securities, bonds and other debt securities, REITS, derivatives such as stock index futures and swaps, currency and currency related derivatives and other public and/or private collective investment vehicles.	Finance
Annex Advisory Services LLC Annex Advisory Services LLC Investment ManagersFinance Annex builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee.	Finance
Marquette University Law School Marquette University Law School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AbleLight AbleLight Services to the Health IndustryHealth Services Operates as a non profit organization that provides support services to people with developmental disabilities	Health Services
University of Wisconsin-Milwaukee University of Wisconsin-Milwaukee Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services