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Prior Investment Track Record

Quantitative investment systems, research, and portfolio management from 2017 through 2026.

From 2017 through 2026, I worked across quantitative research, investment-system development, and portfolio management at FCF Advisors / Abacus FCF Advisors. This page documents that prior institutional work.

2017–2026Quantitative investing
6 ETFsFund suite documented in SEC filings
2021Initial portfolio-manager appointment

Investment systems

I built and operated quantitative infrastructure that connected research to live portfolios: financial-data pipelines, factor libraries, signal generation, backtesting, portfolio construction, rebalancing workflows, risk monitoring, performance attribution, and automated reporting.

Investment systems details →

Portfolio management

I was appointed portfolio manager of the U.S. and international strategies effective January 2021 and later served as a named portfolio manager across the six-fund Abacus FCF ETF suite as additional strategies launched or transitioned.

Portfolio management details →

Investment research

My published research focused on active-manager evaluation, factor decomposition, free-cash-flow profitability, quality investing, and ETF implementation. The work includes the Pure Alpha framework and a series of papers on free cash flow as an investment signal.

Research frameworks →   Published writing →


ETF strategies

The six funds in the suite are documented in SEC filings:

ABFLU.S. Large Cap
ABLGInternational
ABOTInnovation
ABLDReal Assets
ABXBFixed Income
ABLSSmall Cap

Public evidence

Historical and current SEC filings provide an external record of the fund suite and portfolio-manager appointments. A November 2025 prospectus named me as portfolio manager for ABFL, and an August 2026 supplement documents the subsequent portfolio-manager change across the six funds.

This page describes prior professional responsibilities and published public records. It is not a presentation of current fund management responsibility or an offer of investment advisory services.