Jason Michael Teed
Director of Research - Equity at Flexible Plan Investments Ltd.
Profile
Mr. Jason M.
Teed, CFA MBA, is Director of Research & Senior Portfolio Manager at Flexible Plan Investments Ltd.
He 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 was previously employed as a Banker by Charter One Bank, NA (Cleveland, Ohio) and Customer Service Representative by Citizens Bank (Flint, Michigan).
He received his Bachelor's degree from the University of Michigan and an MBA in Finance from Walsh College.
Jason Michael Teed 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. | Director of Research - Equity | 2016-12-31 |
Former positions of Jason Michael Teed
| Companies | Position | End |
|---|---|---|
Citizens Bank (Flint, Michigan)
 Citizens Bank (Flint, Michigan) Regional BanksFinance Citizens Bank provides banking services. The company provides wealth management, commercial, consumer, mortgage banking, trust, investment, and financial planning services. Citizens Bank is headquartered in Flint, MI | Corporate Officer/Principal | 2008-02-29 |
Charter One Bank, NA (Cleveland, Ohio)
 Charter One Bank, NA (Cleveland, Ohio) Major BanksFinance Charter One Bank NA provides banking services. It provides personal and small business checking accounts, home equity lines and loans, savings options, money markets and certificate of deposits. The company was founded in 1934 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 2011-01-30 |
Training of Jason Michael Teed
| University of Michigan | Undergraduate Degree |
| Walsh College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Citizens Bank (Flint, Michigan)
Citizens Bank (Flint, Michigan) Regional BanksFinance Citizens Bank provides banking services. The company provides wealth management, commercial, consumer, mortgage banking, trust, investment, and financial planning services. Citizens Bank is headquartered in Flint, MI | 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 |
Charter One Bank, NA (Cleveland, Ohio)
Charter One Bank, NA (Cleveland, Ohio) Major BanksFinance Charter One Bank NA provides banking services. It provides personal and small business checking accounts, home equity lines and loans, savings options, money markets and certificate of deposits. The company was founded in 1934 and is headquartered in Cleveland, OH. | Finance |
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