About Us

OUR TEAM

Our  team has several decades of experience within the industry and offers unsurpassed investment expertise. 

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Gerald W. Buetow, Jr., PhD, CFA, CIPM
CEO

With over twenty-five years of experience in the investment industry, Jeff is the founder of BFRC Services, LLC in Charlottesville, Virginia. His career spans both sell side and buy side experience in roles including Director of Quantitative Research, Director of Fixed Income research, and Chief Investment Officer. He has bridged the practical with the academic as both a tenured and chaired professor and Director of the Quantitative Finance program at James Madison University, he was more recently a Visiting Professor at both Washington and Lee and George Washington Universities. His research has been widely published and integrates academic rigor with practical applications. He has offered consultant solutions to major sell side firms, law firms, and both buy side and sell side investment institutions.

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Bernd Hanke, PhD, CFA
Research and Portfolio Management

Bernd joins us in a senior advisory capacity. He is also currently a Managing Partner and Co-Chief Investment Officer of Global Systematic Investors LLP (GSI), a quantitative equity investment management firm based in London. Prior to founding GSI, Bernd was a strategist and asset manager for GSA Capital in London focusing on quantitative equity research and portfolio management. Before that Bernd was a Vice President in Quantitative Investment Strategies (QIS) at Goldman Sachs Asset Management in New York for almost 5 years where he focused on systematic equity return and risk modelling to manage long-only and hedge fund portfolios. At the time QIS was one of the thought leaders in the systematic investment management business with almost $200 billion of AUM.

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Rick Rubin, CFA
Operations

Rick Rubin is a leading asset management industry consultant, specializing in ETF investment strategists, mutual fund managers, and RIAs. His unique expertise stems from over 25 years of hands-on buy side and sell side experience in ETF and equity portfolio management, trading, and operations. Rick has been an independent consultant since 2011, focusing on optimizing portfolio implementation by maximizing efficiencies in trading and operations processes and rebuilding portfolio management infrastructures.

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