Timothy Hanna
Analyst-Equity at Flexible Plan Investments Ltd.
Profile
Mr. Timothy Hanna, CFA, is a Senior Portfolio Manager at Flexible Plan Investments Ltd.
He 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.
Before joining Flexible Plan Investments, Mr. Hanna was an institutional fixed-income manager at Multi-Bank Securities and previously a derivatives trader.
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 and Certified Fixed-Income Practitioner.
Timothy Hanna active positions
| Companies | Position | Start |
|---|---|---|
Flexible Plan Investments Ltd.
 Flexible Plan Investments Ltd. Investment ManagersFinance Flexible Plan Investments Ltd. (FPI) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Jerry C. Wagner in 1981. FPI provides investment advisory services to individuals, high net worth individuals, investment companies including mutual funds, corporate pension and profit-sharing plans, charitable organizations, state or municipal government entities, not for profit organizations, trusts, corporations and other businesses. | Analyst-Equity | 31/12/2013 |
Training of Timothy Hanna
| Wayne State University (Michigan) | Undergraduate Degree |
| Walsh College | Graduate Degree |
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Linked companies
| Private companies | 1 |
|---|---|
Flexible Plan Investments Ltd.
Flexible Plan Investments Ltd. Investment ManagersFinance Flexible Plan Investments Ltd. (FPI) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Jerry C. Wagner in 1981. FPI provides investment advisory services to individuals, high net worth individuals, investment companies including mutual funds, corporate pension and profit-sharing plans, charitable organizations, state or municipal government entities, not for profit organizations, trusts, corporations and other businesses. | Finance |
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