Wisconsin 275
Wisconsin 275
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Dave Spano

Banking and Finance
President and CEO
Annex Wealth Management  |  Elm Grove

David Spano founded Annex Wealth Management in 2000 and has led the Elm Grove-based fiduciary wealth management firm as president and chief executive officer since. Today, it is among the largest fiduciary wealth management firms in the Milwaukee area, reporting $4.37 billion in assets under management at year’s end in 2021. Annex enjoys a large profile in part because of personal finance shows on 1130 WISN and 620 WTMJ in Milwaukee and on WHBY in Kimberly. Spano has been chairman of the board of the Financial Planning Association of Southern Wisconsin and president of the Italian Community Center, Festa Italiana, and The United Ethnic Festivals. He’s also served on the boards of Milwaukee World Festival Inc., the Historic Third Ward, Lakeshore State Park and Miller Park Stadium Board.

Education: Bachelor’s, UW-Milwaukee; CFP

What two business leaders would you want to have dinner with: “1) Warren Buffet. I quote the man often. 2) John D. Rockefeller – not only the first American billionaire, but I would ask him about the freedom people enjoy around the world through today’s energy sources and how would he position his company given today’s environment.”

Favorite Wisconsin restaurant and order: “Balistreri’s Bluemound Inn. The spiedini is pretty darn good.”

As you enter your office, what would you choose to be your walk-up or theme song: “‘Money Talks’ by AC/DC. I know of a radio show with the same name.”

Career advice: “Time is the most valuable commodity.”

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