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Timothy Hanna
Director of Investments chez
Planning Alternatives Ltd.
Profil
Mr. Timothy Hanna, CFA, is a Director of Investments at Planning Alternatives Ltd. He has over 15 years of experience in quantitative investment research and multi-asset portfolio management.
Mr. Hanna is responsible for advancing our investment platform through rigorous capital market research, evidence-based portfolio construction, and strategic oversight.
He works closely with our advisory and planning teams to ensure our investment strategies are analytically grounded and aligned with client objectives.
Before joining Planning Alternatives, Mr. Hanna served as Director of Research and Senior Portfolio Manager at Flexible Plan Investments, where his work focused on applying walk-forward analysis, robustness testing, and behavioral finance principles to construct adaptive strategies capable of navigating diverse market environments.
He earned a B.S.
in business administration from Wayne State University and his M.S.
in finance from Walsh College.
He is also a CFA charterholder.
Postes actifs de Timothy Hanna
| Sociétés | Poste | Début |
|---|---|---|
Planning Alternatives Ltd.
 Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives purchases research and conducts their own research, utilizing both fundamental and technical analysis techniques to evaluate markets and individual securities. They assess national and global macroeconomic conditions to determine which asset classes, sectors, and industries to utilize in our portfolios. The firm also analyzes a number of quantitative and qualitative factors for the mutual funds, ETFs, ETNs and other investments they select for the firm’s account. | Director of Investments | 01/05/2025 |
Anciens postes connus de Timothy Hanna
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur de la Recherche - Actions | 01/05/2025 |
Formation de Timothy Hanna
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wayne State University (Michigan)
 Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
Walsh College
 Walsh College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Planning Alternatives Ltd.
Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives purchases research and conducts their own research, utilizing both fundamental and technical analysis techniques to evaluate markets and individual securities. They assess national and global macroeconomic conditions to determine which asset classes, sectors, and industries to utilize in our portfolios. The firm also analyzes a number of quantitative and qualitative factors for the mutual funds, ETFs, ETNs and other investments they select for the firm’s account. | Finance |
