David M. Haviland
Managing Partner, Lead Portfolio Manager
Dave is the Managing Partner and Lead Portfolio Manager of Beaumont Capital Management (BCM). With three decades of experience, Dave has worked in the financial industry since 1986 and has spent most of his career as an investment advisor. His advisory background has provided him with a unique perspective on managing the BCM strategies. In 1993, Dave joined his father at H & Co. Financial Services and in October 2000, Dave merged H & Co. into Beaumont Financial Partners (BFP), a wealth management firm.
In 2009, Dave created the BCM division to meet advisor demand for strategies that could seek to provide growth while focusing on limiting volatility and risk. Dave has been the steward of BCM’s rapid yet purposeful growth and on December 31, 2019, Beaumont Capital Management (BCM) spun off from BFP to become a standalone Registered Investment Advisor under Dave’s leadership. BCM currently manages several separately managed account (SMA) strategies in addition to the BCM Decathlon Moderate Fund which is managed in a substantially similar manner to the BCM Decathlon Global Multi Asset SMA strategies.
Denis J. Rezendes, CFA®
Partner, Portfolio Manager
Denis is a Portfolio Manager and a Partner of BCM. He joined BCM in 2015 as an analyst and has since become a portfolio manager with a focus on quantitative analysis. Denis contributes to the development and enhancement of our quantitative investment methodologies as well as the trading of BCM’s strategies. He is a graduate of Babson College with a B.S. in Business Administration, with a concentration in Finance and holds the designation of Chartered Financial Analyst (CFA).
Brendan D. Ryan, CFA®
Partner, Portfolio Manager
Brendan is a Portfolio Manager and a Partner of BCM. He joined BCM in 2012 as an analyst and has since become a portfolio manager with a focus on fundamental analysis. He also contributes to research and enhancements of our quantitative investment strategies as well as the trading of BCM’s strategies. He is a graduate of Boston College with a B.A. in Economics and holds the designation of Chartered Financial Analyst (CFA).
Jerry C. Wagner, J.D.
Portfolio Manager
Jerry C. Wagner, J.D. is an innovator in applying technology and hedge fund investing techniques to individual investing and risk management. Jerry C. Wagner founded Flexible Plan Investments in 1981.
Mr. Wagner’s background includes pioneering new techniques in market analysis, designing quantitative methodologies and managing investment portfolios.
Jason Teed, CFA
Portfolio Manager
Jason Teed, CFA, Director of Research of the Subadviser, has served the Funds as a portfolio manager since March 2018. Mr. Teed has served as Director of Research since September 2017. From December 2012 to August 2017, he served as Assistant Manager of Research.
Mr. Teed 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 holds an MBA in finance from Walsh College of Accountancy and Business Administration, where he graduated magna cum laude. He holds the designation of Chartered Financial Analyst (CFA)
Tim Hanna
Portfolio Manager
Timothy Hanna 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. 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 (CFA) and Certified Fixed-Income Practitioner (CFIP).
Before joining Flexible Plan Investments, he was an institutional fixed-income manager at Multi-Bank Securities and previously a derivatives trader.
Michael Price
Portfolio Manager
Michael L. Price has served as President of the sub-adviser since he founded it in 1997. After graduating from Auburn University in 1971 with a degree in Applied Physics, he was commissioned an ensign and sent to flight training. After 32 years of service, including 23 years of commissioned services as a Navy pilot, he retired as a Captain (O-6).
In 1993, he formed Investors OnTrack, Inc., to provide training for high net worth individual investors and professional investors, with an emphasis on technical analysis. In 1997, he formed Price Capital Management to manage individual accounts using mutual funds. In 2000, he formed two hedge funds and began the transition to hedge fund management. Price Capital Management currently manages four hedge funds in addition to the OnTrack Core Fund using a similar investment strategy.
Lee Harris
Portfolio Manager
W. Lee Harris, Jr. has served as Chief Compliance Officer for Price Capital Management, Inc. since February 2012. Price Capital Management serves as sub-advisor to the OnTrack Core Fund, and Mr. Harris has served as co-portfolio manager to the Fund since its inception in January, 2013.
Mr. Harris founded and has served as President of Lee Harris Capital Management, Inc., since 2004. Mr. Harris served in the U.S. Navy from 1974-2004. He earned a Mathematics degree from the United States Naval Academy in 1974, and a Masters in Business Administration from the University of North Florida in 1981.
Ralph Doudera
Portfolio Manager
Ralph Doudera is the CEO of Spectrum Financial, Inc., a Registered Investment Advisory firm established in 1988. Over the past 25 years Spectrum’s investment and trading philosophy has strived to consistently provide above average investment returns while minimizing downside losses. He is also an investment strategist to Hundredfold Advisors, LLC managing the Hundredfold Select Alternative Fund. Mr. Doudera has a Bachelors Degree in Mechanical Engineering and a Masters Degree in Management and Finance from New Jersey Institute of Technology. He has also received a Masters Degree in Biblical Studies from Regent University. His first book, Wealth Conundrum, is now in its third printing, and it addresses the puzzles of wealth from a Biblical perspective.