About us
FCF Advisors specializes in free cash flow investment strategies.
No one else analyzes companies like we do

The TrimTabs name has always been associated with the highest quality research and analysis.

TrimTabs Investment Research (which was sold to Informa in 2017) continues to lead the way in equity liquidity analysis.

FCF Advisors (which was launched as TrimTabs Asset Management in 2011) is the home for all of our free cash flow-based strategies and research.

Timeline
2011

Minority investment from a family office facilitates TrimTabs Asset Management spinning out from TrimTabs Investment Research

Multi-factor investing model built around shares reduction, free cash flow growth and change in leverage

Sub-advises AdvisorShares’ TrimTabs Float Shrink ETF (TTFS)

2015

Family office investor purchases majority stake in TrimTabs Asset Management

Expands research function and enhances investment strategy with multi-factor model rebuilt to focus more completely on free cash flow profitability

Significant investments made into product development

2016

US free cash flow ETF (TTAC) launched (renamed Free Cash Flow Quality ETF in Dec 2020)

Separately Managed Accounts (SMAs) made available to investors

2017

International free cash flow ETF (TTAI) launched (renamed International Free Cash Flow Quality ETF in Dec 2020)

2018

TrimTabs Quality Model (TTQM) consolidates our further free cash flow research into a refined multi-factor model with the focus on identifying companies with strong and sustainable profitabilit

2019

TTAM Index (Free Cash Flow Index Provider) launches

2020

Ex-Goldman Sachs Partner Bob Shea joins as CEO

TTAM Index secures first client

Risk Managed Innovation ETF (DFNV) and Tactical High Yield ETF (DFHY) launched Dec 2020

Bob Shea named CIO

2021

Vince Chen named Director of Research, Portfolio Manager on TTAC and TTAI in March 2021

TTAM renamed to FCF Advisors and TrimTabs Quality Model (TTQM) renamed to Free Cash Flow Quality Model (FCFQM)

Yield Enhanced Real Asset ETF (DFRA) launched Dec 2021

2022

Dynasty Financial Partners takes minority equity stake in FCF Advisors. Bob Shea joins Dynasty Financial Partners as Chief Investment Strategist in November 2022.

Bob Shea
CHIEF INVESTMENT OFFICER

Bob leads the FCF Advisors team and heads the Investment Committee as Chief Investment Officer. He joined us in 2020 from Donoghue Forlines, the Boston-based tactical investment firm, where he was President and Co-Chief Investment Officer. Bob co-founded JAForlines Global in 2009, an investment management company specializing in global tactical strategies. This business was acquired by W.E. Donoghue & Co in 2017 to create Donoghue Forlines.

Bob has also held senior positions with Tegean Capital, AsiaSource Capital and Goldman Sachs, where he was a Partner in charge of Cash Equities Trading and served as a member of Goldman’s equities division Risk and Global Trading Committees.

Bob has been featured on CNBC on network programs such as Power Lunch, Squawk Box, and ETF Edge. In his downtime Bob is an avid outdoorsman, spending his time skiing, hiking and fly-fishing.

Vince (Qijun) Chen
DIRECTOR OF RESEARCH, PORTFOLIO MANAGER

Vince leads the research and development of firmwide investment strategies and is responsible for the portfolio management of our Active ETFs, SMAs, and Indices. He joined us in October 2017 as a Quantitative Analyst. 

Vince earned his Master of Science in Quantitative Methods and Modeling from Baruch College, and a Bachelor of Economics from the Guangdong University of Foreign Studies. He is an active CFA Institute member. 

On weekends, Vince enjoys stand-up paddleboarding, swimming, playing soccer, and spending time with his family and friends. 

Derin Cohen
COO, CHIEF COMPLIANCE OFFICER

Derin manages our day-to-day operations and also acts as Chief Compliance Officer. He joined us in July 2017. Prior to joining, he performed various operations, compliance and internal control functions covering mutual funds, closed-end funds, and exchange traded funds.

Derin received his Bachelor of Arts and Sciences in Economics from the State University of New York at Buffalo.

Derin is a keen traveller, taking particular delight in exploring new cultures and cuisines. He splits his time between New York and Tel Aviv.

Mary (Qiyue) Zhang
portfolio risk analyst

Qiyue (Mary) Zhang assists director of research in developing investment risk models for firm-wide equity strategies. She is responsible for designing and maintaining performance and risk attribution reports as well. Additionally, she supports the team in preparing investment strategy materials for client presentations, ensuring the availability of essential resources to fulfill clients’ requests. She is also an active contributor to FCF Institute.  

Qiyue is currently pursuing her Master of Science in Financial Engineering at New York University. She specialized in Economics and Mathematics during her undergraduate study at Union College (NY) and graduated with highest honor.

Beyond her professional pursuits, Qiyue is a passionate music enthusiast with extensive experience in college choirs and ensembles. She also values holistic well-being and enjoys practicing yoga to enhance physical fitness.

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