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Daniel Poppe
Analyst-Equity at
Flexible Plan Investments Ltd.
Profile
Mr. Daniel L.
Poppe, CFA, is a Research Manager & Portfolio Manager at Flexible Plan Investments Ltd. He combines financial and economic theory with data analytics to model investment algorithms for use in the firm's mutual funds and strategies.
In addition to developing the structure of these offerings, he establishes procedures for their implementation and reviews their performance on a continual basis.
He holds a bachelor’s degree in finance and a bachelor’s degree in business economics from Oakland University.
He also holds the designation of Chartered Financial Analyst (CFA).
Daniel Poppe active positions
| Companies | Position | Start |
|---|---|---|
Flexible Plan Investments Ltd.
 Flexible Plan Investments Ltd. Investment ManagersFinance FPI is a quantitative asset management firm that utilizes both fundamental and technical factors in their security analysis. They utilize a number of indicators, factors and statistics commonly available to investors, as well as a number of proprietary stock and bond market indicators to identify undervalued securities and market conditions. The firm attempts to identify specific Investments which, in any given time frame and/or set of conditions may outperform similar Investments. In the management of their clients’ investment accounts, FPI employs mathematical, technical and fundamental models and indicators, some of which are proprietary. | Analyst-Equity | 31/12/2018 |
Training of Daniel Poppe
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Flexible Plan Investments Ltd.
Flexible Plan Investments Ltd. Investment ManagersFinance FPI is a quantitative asset management firm that utilizes both fundamental and technical factors in their security analysis. They utilize a number of indicators, factors and statistics commonly available to investors, as well as a number of proprietary stock and bond market indicators to identify undervalued securities and market conditions. The firm attempts to identify specific Investments which, in any given time frame and/or set of conditions may outperform similar Investments. In the management of their clients’ investment accounts, FPI employs mathematical, technical and fundamental models and indicators, some of which are proprietary. | Finance |
Oakland University (Michigan)
 Oakland University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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