Our Research Team

Jerry C. Wagner, J.D.

PRESIDENT AND FOUNDER

Jerry C. Wagner, a former tax and securities attorney, recognized early on that technology and hedge fund techniques could be applied to help individuals successfully invest while managing their downside risk. After spending time pioneering new techniques in market analysis, designing quantitative methodologies, and managing investment portfolios, Mr. Wagner founded Flexible Plan Investments in February 1981. 

Mr. Wagner is also a founding member of the National Association of Active Investment Managers (NAAIM), a nonprofit association of registered investment advisors who use dynamic or tactical asset-allocation strategies to manage over $30 billion in assets invested in mutual funds, ETFs, and annuities. Previously serving as director, chairman, president, and vice president, Mr. Wagner drafted the organization's code of ethics, was a co-author of their performance measurement standards, and has chaired their mutual funds and public relations committees. 

With over 40 years’ experience in the industry, Mr. Wagner has written numerous articles and white papers on the merits of active investing. He has been featured in Financial Planning magazine, Financial Advisor Magazine, the Journal of Investing, and other financial publications.

Mr. Wagner earned his bachelor’s degree in political science and an MBA in industrial relations from Michigan State University, and his J.D. from the University of Michigan. He is a member of the State Bar of Michigan.

Research papers and articles by Jerry
Strategic diversification can help protect clients in all types of markets Forbes, December 10, 2012
How RIAs open big doors to small investorsForbes, August 8, 2011
Rethink risk - August 1, 2003
Why market timing works - Journal of Investing, Summer 1992 Volume 6, Number 2
Buy and hope vs active management
Why we manage for risk and not just return

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Jason Teed, CFA

DIRECTOR OF RESEARCH AND SENIOR PORTFOLIO MANAGER

Jason Teed is responsible for the daily calculation of mutual fund trades, optimization of trading system models, development and verification of new algorithmic trading methodologies (up to and through completion and actual trading), proprietary asset-allocation design and testing, walk-forward optimization design and utilization, and fiduciary communication with clients.

Mr. Teed holds an MBA in finance from Walsh College of Accountancy and Business Administration, where he graduated magna cum laude. He holds the designation of Chartered Financial Analyst (CFA).

 

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Timothy Hanna, CFA, CFIP

SENIOR PORTFOLIO MANAGER

Timothy Hanna is responsible for performing applied economic and quantitative research for Flexible Plan Investment’s strategies and mutual funds. He reviews new and existing strategies, ensuring that algorithms perform within expectations, providing modifications to achieve best execution and efficient implementation. Mr. Hanna has a bachelor’s degree in accounting from Wayne State University and a master’s degree in finance from Walsh College. He holds the designations of Chartered Financial Analyst (CFA) and Certified Fixed-Income Practitioner (CFIP).

Before joining Flexible Plan Investments, he was an institutional fixed-income manager at Multi-Bank Securities and previously a derivatives trader.

 

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Rukmal ("Rocky") Fernando

PORTFOLIO RESEARCH ASSOCIATE

With more than 15 years at Flexible Plan Investments, Rocky Fernando has an extensive overall knowledge of investment research and company functions. He is primarily responsible for handling reconciliations of GIPS compliance data and internal strategy-related data requests.

Mr. Fernando holds a bachelor’s degree in finance from Indiana University.

 

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Dori Hoagland

RESEARCH ASSOCIATE

Dori Hoagland is responsible for the daily calculation of mutual fund trades, as well as maintaining and screening the stock baskets within them. She is also responsible for assisting the research team with various projects.

Ms. Hoagland earned a degree in business administration from Northeastern University in Boston, Massachusetts.

 

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Daniel Poppe

JUNIOR RESEARCH ANALYST

Daniel Poppe reviews and monitors Flexible Plan’s investment strategies and proposes modifications when necessary to pursue optimal performance. He also aids in the creation of new investment strategies and conducts the research required to do so. He conducts data analysis and quantitative testing to answer research inquiries as they arise. Mr. Poppe holds a bachelor’s degree in finance and a bachelor’s degree in business economics from Oakland University.

 

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Ansh Chaudhary

JUNIOR RESEARCH ANALYST

Ansh Chaudhary provides content for Flexible Plan Investment’s Weekly Update and monitors the firm’s investment strategies to ensure robustness as market conditions evolve. He also helps conduct research studies to improve existing strategies or to implement new strategies. Ansh is in the process of obtaining his Chartered Financial Analyst (CFA) designation. Before joining Flexible Plan Investments, Ansh graduated from Kalamazoo College with a bachelor’s degree in business and biology.

 

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Gayan Nagoda

LEAD RESEARCH SOFTWARE DEVELOPER

Gayan Nagoda is responsible for the development and programming of Flexible Plan Investments’ proprietary algorithms, applications, historical financial data tools, advisor tools, and weekly Market Hotline. He uses the latest programming languages, development tools, software, and open mathematical financial libraries to program risk-management models. He has a degree in software engineering from the National Institute of Business Management–Sri Lanka and has a more than 10 years’ experience in software development.

 

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Duncan Miller

RESEARCH PROGRAMMER

Duncan Miller supports the Flexible Plan Research team by programmatically improving workflows. He is responsible for the automation and management of various processes, including those that provide the foundational data for the “ETF Field Guide” and various reports. He graduated from the University of Michigan with a bachelor's degree in computer science with a concentration in artificial intelligence and machine learning.

 


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FPI 35th Anniversary

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our 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. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Read More...