About

Rex launched his career in financial services in 2013, starting as an analyst in private equity, followed by positions in securities trading at Pershing/BNY Mellon. In his current role at Wealth Enhancement, his background in portfolio construction, security analysis, risk management, and trading enable him to work closely with senior advisors and branch office staff to manage client relationships, assist with financial planning, monitor investments, and execute trades, all while ensuring compliance and client satisfaction.

Rex and his wife, have a son, and live in Delaware County, Pennsylvania. In his free time, he’s an avid golfer and enjoys cooking and spending time with friends and family.

Education

  • BS – Finance/Economics, University of Delaware

Resources from Rexford Schilgen

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