![Jerry Charles Wagner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jerry Charles Wagner
Algemeen Directeur bij Flexible Plan Investments Ltd.
Profiel
Mr. Jerry C.
Wagner is President, Founder & Chief Investment Officer at Flexible Plan Investments Ltd.
He is 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.
He has over 40 years of experience in the industry.
Mr. Wagner was a founding member of the National Association of Active Investment Managers, a non-profit association of registered investment advisors who utilize dynamic or tactical asset allocation strategies.
Previously serving as Director, Chairman, President and Vice President, Mr. Wagner drafted the organization's Code of Ethics and was a co-author of their Performance Measurement Standards, and has chaired their Mutual Funds and Public Relations Committees.
Mr. Wagner previously employed as President by Sosnowy Investment Management Co.
He received his BA in Political Science and an MBA in Industrial Relations from Michigan State University, and a graduate degree from the University of Michigan.
Actieve functies van Jerry Charles Wagner
Bedrijven | Functie | Begin |
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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. | Algemeen Directeur | 01-02-1981 |
Eerdere bekende functies van Jerry Charles Wagner
Bedrijven | Functie | Einde |
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Sosnowy Investment Management Co.
![]() Sosnowy Investment Management Co. Investment ManagersFinance Founded by John Sosnowy, Sosnowy Investment Management Company (SIMCO) is a registered investment advisor firm located in Bloomfield Hills, Michigan. They manage money for individuals, corporations, retirement plans, foundations and trusts. | President | - |
Opleiding van Jerry Charles Wagner
Michigan State University | Masters Business Admin |
University of Michigan | Graduate Degree |
Ervaring
Beklede functies
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Bedrijven in privébezit | 2 |
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Sosnowy Investment Management Co.
![]() Sosnowy Investment Management Co. Investment ManagersFinance Founded by John Sosnowy, Sosnowy Investment Management Company (SIMCO) is a registered investment advisor firm located in Bloomfield Hills, Michigan. They manage money for individuals, corporations, retirement plans, foundations and trusts. | Finance |
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 |