People Moves

Annex Wealth Management Appoints CFO

Tom Burroughes Group Editor 20 September 2013

Annex Wealth Management Appoints CFO

Annex Wealth Management, a US firm, has appointed Melissa Case as chief financial officer, according to the Financial Advisor publication.

Previously, Case served as controller for R A Smith National, where she was responsible for overseeing all accounting functions and financial performance and was a key member of the management and acquisition teams. 

Annex Wealth Management is an independent financial service organization headquartered in Elm Grove, Wis.


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