Dave Spano

David Spano founded Annex Wealth Management in 2000 and leads the Elm Grove-based fiduciary wealth management firm as president and CEO

BizTimes Milwaukee: What is your favorite success story? Spano: Over the last four decades, there have been so many stories...

Brookfield-based Annex Wealth Management announced that Jeff Pierce has been named the firm’s new president and chief operating officer. Pierce...

Annex Wealth Management today announced plans to move its corporate headquarters from Elm Grove to Brookfield in early 2024. The...

A surprising jobs report indicates a tight employment market, which will prompt haws on the Fed committee to seek more rate hikes. While an increase at the end of July seems likely, how high will the Fed go with its rate increases? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

The Fed's "Hawkish Pause" has changed the dot plots - but the economy's underpinnings seem to show continued strength. Will we still experience a downturn, or have we experienced a "soft landing?" Annex Wealth Management's Dave Spano and Derek Felske discuss.

The S&P followed the NASDAQ to 20% growth since last October's lows. Small caps show strength, as does the Japanese market. Will this bull run stay? Will the Fed raise rates next week? Annex Wealth Management's Dave Spano and Derek Felske discuss.

Nvidia’s earnings report was one of the best Annex Wealth Management’s Derek Felske has ever seen. What does the chipmaker’s success mean for the market – and where will rates go now? Derek and Annex President & CEO Dave Spano discuss.

A down day Friday after an up week. US debt-limit negotiations hit an impasse and mortgage payments reach an all time high. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Tech led a surprisingly optimistic earnings reporting season, as interest in AI drove many big names higher. Still, some indicators point to continued slowing. Annex Wealth Management’s Dave Spano and Derek Felske discuss.