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Michael Frederick Director of Business Development B.S. in Commerce, University of Virginia MBA, University of North Carolina at Chapel Hill
Mike's primary responsibility at TFS is building relationships to improve the distribution network for the TFS mutual funds and hedge funds. |
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Sam Harris Director of Client Relations B.S. in Finance, Virginia Tech
Sam is responsible for providing support to both existing and prospective clients. In this role, he oversees all investor communication, responds to ongoing questions, and assists clients in accessing the TFS funds through various brokerage platforms. |
TFS utilizes a team approach to investment fund management whereby all members actively participate in strategy development and portfolio construction for each product. A more detailed biography for each of the Portfolio Managers is available upon request.
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Dr. Chao Chen Co-Portfolio Manager B.S. in Electrical Engineering, University of Virginia M.S. and Ph.D. in Electrical Engineering and Computer Science, University of California, Berkeley
Chao oversees all software development including the automation of trade execution. He also assists in the quantitative evaluation of new investment opportunities utilizing his analytical expertise in statistics, optimization, and various modeling techniques. |
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Kevin Gates Co-Portfolio Manager B.S. in Chemical Engineering, University of Virginia
Kevin's primary role is to identify and research new strategies for analysis. In this role he gathers and evaluates the qualitative research on potential strategies, identifies potential data sources, and performs preliminary quantitative analysis. |
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Richard Gates Co-Portfolio Manager B.S. in Chemical Engineering, University of Virginia
Rich performs research for strategy development and is also responsible for overseeing trading and execution for TFS. In this role he manages all brokerage relationships and seeks opportunities for improved execution including evaluating new trading technologies and platforms. |
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Dr. Yan Liu Co-Portfolio Manager Bachelor of Business Administration, Tongji University Ph.D. in Economics, Emory University
Yan is responsible for performing quantitative analysis to develop new trading strategies. In addition, he oversees risk control and optimization, both at the strategy and overall portfolio level. |
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Eric Newman Co-Portfolio Manager B.A. in Mathematics, Kenyon College M.S.E. in Mathematical Sciences, Johns Hopkins University
Eric contributes extensively to the quantitative analysis of new and existing trading strategies. In addition, he oversees model implementation and oversees the investment allocation of each of the funds. |
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Larry Eiben Chief Operating Officer & Co-Portfolio Manager B.S. in Commerce (concentration in Finance), University of Virginia
Larry is responsible for developing the operational infrastructure to support the investment products managed by TFS. He serves as Chief Compliance Officer and is therefore accountable for maintaining the firm's compliance with federal securities regulations. |
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Gregory Sekelsky Chief Financial Officer B.S. in Communications, University of Tennesee M.S. in Accountancy, University of Tennessee
Greg manages the back office operational functions for TFS. Specifically, he performs all financial accounting for the firm and oversees the fund accounting and administrative work that is completed through multiple external service providers. |
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