Jerry Charles Wagner

Jerry Charles Wagner

Chief Executive Officer at Flexible Plan Investments Ltd.

Finance
Consumer Services

Profile

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.

Jerry Charles Wagner active positions

CompaniesPositionStart
Chief Executive Officer 01/02/1981
All active positions of Jerry Charles Wagner

Former positions of Jerry Charles Wagner

CompaniesPositionEnd
President -
See the detail of Jerry Charles Wagner's experience

Training of Jerry Charles Wagner

Michigan State University Masters Business Admin
University of Michigan Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jerry Charles Wagner's experience

Connections

100 +

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies2

Finance

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. Jerry Charles Wagner