The sequence of roles, responsibilities, and institutional milestones during my work at FCF Advisors / Abacus FCF Advisors.
Joined FCF Advisors to build the quantitative research infrastructure. ABFL (then TTAC) was already operating since September 2016.
Tier 1 — SEC EDGAR filings
Designed and implemented the quantitative research infrastructure. Promoted to Senior Quantitative Analyst in June 2019.
Tier 4
Authored N-1A filings for the ETF suite expansion. Designed portfolio construction methodologies for new strategies.
Tier 1 — SEC filings
ABOT (Innovation) and ABXB (Fixed Income) launched December 7, 2020. Authored prospectuses and began day-to-day portfolio management of both alongside ABFL.
Tier 1 — SEC EDGAR filings
ABLD (Real Assets) launched December 13, 2021. Held dual title of Senior Quantitative Analyst, Portfolio Manager. Managed all four ETFs (ABFL, ABOT, ABXB, ABLD).
Tier 1 — SEC EDGAR filings
Promoted to Director of Research. Continued day-to-day PM duties across all funds while overseeing research agenda and methodology development.
Tier 1 — SEC EDGAR filings
Named as SEC-registered portfolio manager in fund prospectus (December 2024, alongside Fei Xue and Tom MacDonald). Continued as PM through Abacus Life acquisition. Integrated platform, trained incoming team, maintained operations.
Tier 1 — SEC N-1A filings
ABLS (Small Cap) launched February 18, 2025. Fifth and final ETF in the FCF Leaders suite. Represented the firm at Abacus Investor Day 2025.
Tier 1 — SEC EDGAR filings; recorded interviews
| Period | Role | Scope |
|---|---|---|
| 2017–2019 | Quantitative Analyst | Built research infrastructure, factor models, backtesting |
| 2019–2021 | Senior Quantitative Analyst | Product development, portfolio construction, SEC filings |
| 2021–2022 | Senior Quantitative Analyst, Portfolio Manager | Day-to-day management of all ETFs, index reconstitution, trade execution |
| 2022–2024 | Director of Research, Portfolio Manager | Research agenda, methodology oversight, PM duties |
| 2024–2026 | Portfolio Manager (Abacus) | Post-acquisition continuity, platform integration, team training |