Decades of investment expertise paired with quantitative research and modern technology.
As Flextion’s CEO and CIO, he draws on more than four decades of portfolio management experience to develop disciplined, research-driven investment strategies that help clients navigate volatility, manage risk, and capitalize on market opportunities.
As President and Chief Operating Officer of Flextion, Bevin leads operations, technology, and strategic partnerships across the organization. He previously founded FINCastle Consulting, where he advised emerging fintech and wealth management firms on product strategy, scaling initiatives, and funding strategies.
As Chief Technology Officer at Flextion, Nayan leads the development of the firm’s AI-driven investment platform, applying deep expertise in artificial intelligence and natural language processing to advance investment decision-making.
Joe serves as the Chief Financial Officer of Flextion, where he leads financial planning, capital strategy, and corporate operations. A CFA charter holder, Joe applies rigorous fundamental analysis and a disciplined approach to risk management.
As Flextion’s Chief Client Officer, he brings a rare blend of technical expertise, commercial acumen, and leadership credibility that has consistently delivered long-term value for stakeholders.
As Principal Data Scientist at Flextion, Gunjan leads the design and deployment of next-generation AI strategies for quantitative finance, integrating deep domain expertise with modern machine learning to optimize manager selection and maximize client outcomes.
As an Investment Specialist at Flextion, Dan serves as a key bridge between clients and the firm’s technology platform, working directly with clients to ensure they fully understand and can leverage the platform’s capabilities translating complex functionality into clear, accessible guidance.
With nearly three decades across investment management, business development, and intermediary distribution, Robert leads new business development at Flextion. He has raised billions in assets while helping advisors, RIAs, and institutions navigate asset allocation, manager selection, and alternative investments.
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