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.
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)
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
US free cash flow ETF (TTAC) launched (renamed Free Cash Flow Quality ETF in Dec 2020)
Separately Managed Accounts (SMAs) made available to investors
International free cash flow ETF (TTAI) launched (renamed International Free Cash Flow Quality ETF in Dec 2020)
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
TTAM Index (Free Cash Flow Index Provider) launches
Ex-Goldman Sachs Partner Bob Shea joins as CEO
TTAM Index secures first client
TTAM renamed to FCF Advisors and TrimTabs Quality Model (TTQM) renamed to Free Cash Flow Quality Model (FCFQM)
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.
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.
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.
Cate oversees all areas of distribution associated with intermediaries including national accounts, investor relations and platform development. Prior to joining in 2021, she held senior positions in business development and product management at various wholly owned subsidiaries of Brookfield Asset Management.
Cate joined Brookfield in early 2018 via the firm’s acquisition of energy infrastructure-focused adviser, Center Coast Capital Holdings, LLC and certain assets of HRC Financial Group, a third-party marketing and servicing agent to financial advisors and wealth managers. At HRC she was a Regional Director on the sales team and the Assistant Sales Manager. Cate holds FINRA 7, 6 and 63 licenses.
Cate lives in Southampton, NY with her family. They enjoy spending time with friends and family and taking their dog Sonny to the beach.
Jiaqi supports the Research team in developing investment risk models for firm-wide equity strategies. She is responsible for designing and maintaining performance and risk attribution reports. She is also an active contributor to FCF’s quantitative research efforts.
Jiaqi is pursuing her Master of Financial Engineering from New York University, and previously she graduated with Honors in Finance from Fisher College of Business of the Ohio State University.
Jiaqi is a food lover. She enjoys exploring cuisine from around the world in New York.
Ryan is dedicated to uncovering insights that drive business growth. He is passionate about understanding market trends and consumer behavior to help our company make informed decisions and develop effective marketing strategies.
Ryan is pursuing a degree in Finance at the Kelley School of Business at Indiana University.
Ryan is from Westchester County, New York and enjoys playing various sports, especially golf and basketball. Ryan loves to travel and looks forward to spending time with friends and family.
Shiqi works closely with the Investment and Research team to develop firmwide investment and risk models. She manages the pipeline for the research distribution and stakeholder relationship, ensuring timely and accurate dissemination of research insights. Shiqi is an active contributor to FCF’s quantitative research efforts.
Shiqi holds a Master’s degree in Operations Research from Columbia University, as well as an Honors degree in Financial Mathematics and Economics from the University of California, Santa Barbara.
During her free time, Shiqi enjoys traveling to new places and staying active through sports such as skiing and table tennis.