Timothy Hanna promoted to director of research at Flexible Plan Investments Ltd

Timothy Hanna, CFA
Timothy Hanna, CFA
BLOOMFIELD HILLS, Mich. - April 30, 2024 - PRLog -- Flexible Plan Investments Ltd. (FPI), a leading provider of dynamically risk-managed investment strategies, announced the promotion of Senior Portfolio Manager Timothy Hanna, CFA, to director of research. Alongside his current role, Hanna will now oversee the company's research initiatives and lead the research team.

"We are excited to promote Tim to this important position. His analytical rigor and strategic foresight have made a significant impact on our business during his ten years with the firm. We are eager to see how his vision will continue to enhance our research capabilities and forge new and innovative investment strategies for our clients," said Jerry Wagner, founder and president of Flexible Plan Investments. "Under Tim's direction, I am confident that our research team will continue its pursuit of excellence."

As a senior portfolio manager at FPI, Hanna has been instrumental in conducting applied economic and quantitative research that shapes FPI's investment strategies and mutual funds. He reviews both new and existing strategies, ensuring that their algorithms not only meet expectations but are continuously refined for optimal execution and efficiency. Hanna joined FPI in 2014 after working as an institutional fixed-income manager at Multi-Bank Securities and as a derivatives trader. He earned his bachelor's degree in accounting from Wayne State University and a master's degree in finance from Walsh College. He holds the designation of Chartered Financial Analyst (CFA).

About Flexible Plan Investments Ltd.:
Established in 1981, Flexible Plan Investments Ltd. (FPI) invests over $1.4 billion in assets for clients in its separately managed account business (as of 3/31/24). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers can access and combine many risk-managed strategies within a single account. FPI's fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit https://www.flexibleplan.com.

Melissa Karas
Chief Marketing Officer
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Location:Bloomfield Hills - Michigan - United States
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