HAUGEN CUSTOM FINANCIAL SYSTEMS - Key Persons


Brian Boyer

Job Titles:
  • Academic Advisor
  • Associate Professor of Finance at Brigham Young University
Brian Boyer is an associate professor of finance at Brigham Young University. He has published articles in the top academic venues on various aspects of asset pricing, including contagion across emerging markets, index effects on equity prices, and the impact of preferences for lottery-like assets on stock and option prices. He is a co-organizer of the annual Red Rock Finance Conference, which brings together top researchers in academia to discuss finance research. Brian earned a PhD in Finance from the Ross School of Business at the University of Michigan. Prior to graduate school, he spent two years working at the Board of Governors of the Federal Reserve on various research projects to better understand how to forecast correlations and volatilities of asset returns.

Neal Tourdo - VP of Sales

Job Titles:
  • Director of Sales
Neal began his career in financial services as a Financial Consultant with Merrill Lynch in Clearwater, Florida. Since then, he has had national positions with firms such as Eagle Asset Management (Raymond James), Russell Investment Group and Zacks Investment Management. Additionally, he has worked for and been an owner of a few RIA's who specialized in in-house money management of varying styles and philosophies including hedge funds. Neal's roles have included: sales, sales management, marketing, client service and national accounts. His clients have included: institutional consultants, money managers, high net worth, family offices, municipalities, financial advisors and institutional clients of all types. Neal's licenses include FINRA series 7, 63, 65. He is also a FINRA Arbitrator and Expert Witness. After college, Neal competed on the Association of Tennis Professionals tour achieving world rankings.

Tom Fees - President

Job Titles:
  • President
For the past 15 years the expected return factor models used by Haugen Custom Financial Systems and its successor, Haugen Equity Signals, LLC have been regarded as among the best in the industry. While Bob Haugen was alive, Tom was the one in the background who took Bob's ideas and made them come to life. As a result, few people have Tom's level of expertise in programming, maintaining and running computer models that make accurate stock predictions. Today Tom is running the company, combining his skills as a software developer who has extensive involvement in this very niche market with his 18+ years of executive experience running his own information technology consulting firm.