Track Record

Eight years of building, managing, and delivering — from quant analyst to SEC-registered portfolio manager

I joined FCF Advisors in 2017 as a Quantitative Analyst and over eight years built the quantitative investment platform that powered five active ETFs, earned PSN recognition, and now manages capital as part of Abacus Global Management.


What I Built

Quant Research Infrastructure

Data pipelines, factor library, signal generation, backtesting framework, automated reporting — the analytical engine behind every strategy.

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Portfolio Construction Process

Signal review, target weighting, rebalancing, trade execution, risk monitoring, and performance attribution — operated daily across all five ETFs.

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Pure Alpha Framework

A systematic method for evaluating active management — separating genuine skill from style through holdings-based factor decomposition.

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Free Cash Flow Research

Redefining quality factor construction around cash generation rather than earnings. Four-signal model applied across U.S. large cap, small cap, innovation, and fixed income.

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ETF Suite

Five active ETFs built on the platform I designed and operated:

ABFL
U.S. Large Cap
ABOT
Innovation
ABLD
Real Assets
ABXB
Fixed Income
ABLS
Small Cap

Career Timeline

PeriodRoleKey Work
2017–2019Quantitative AnalystBuilt research infrastructure, factor models, backtesting framework
2019–2021Senior Quantitative AnalystProduct development, portfolio construction methodologies, SEC filings
2021–2022Sr. Quant Analyst, Portfolio ManagerDay-to-day management of all ETFs, index reconstitution, trade execution
2022–2024Director of Research, Portfolio ManagerResearch agenda, methodology oversight, PM duties across the suite
2024–PresentVP, Public Equity & Portfolio ManagementPost-acquisition continuity at Abacus Global Management, platform integration, SEC-registered PM

Recognition

  • PSN Top Guns Manager of the Decade (Q4 2025) — Informa PSN database ranking
  • SEC-Registered Portfolio Manager (Dec 2024) — Named in fund prospectuses alongside Fei Xue and Tom MacDonald
  • CBOE Opening Bell (Feb 2025) — Represented Abacus FCF Advisors at the market open
  • Future Alpha Speaker (2026–2027) — Panelist and spotlight interview on signal fusion and multi-factor investing

SEC filings and institutional records independently verify the claims on this page. See evidence.