John A. Forlines, III

Chief Investment Officer
Portfolio Manager

John A. Forlines, III is Chief Investment Officer of Donoghue Forlines (formerly W.E. Donoghue & Co., LLC) and Portfolio Manager for the Donoghue Forlines Global Tactical Portfolios (formerly the JAForlines Global Tactical Portfolios). He was formerly Chairman and CIO of JAForlines Global when it was an independent investment adviser. Mr. Forlines is an Executive in Residence in the Department of Economics at Duke where he teaches classes in behavioral finance and decision making.

During John’s time as Chairman and CIO of JAForlines Global, the firm was awarded Envestnet’s 2016 Strategist of the Year Award for the management of the Global Tactical Portfolio Suite. The Portfolio Team, under John’s continued leadership, was a finalist for Envestnet’s Strategist of the Year again in 2018, making JAForlines the only firm to become a finalist twice. Through a rigorous due diligence process, the firm was also selected by Envestnet’s PMC Team to be on the PMC Select List, or “Best Ideas” Managers derived through qualitative and quantitative analysis.

In addition to his work at Donoghue Forlines and Duke University, Mr. Forlines is the Managing Partner of the Forlines Family Office, which is active primarily in charitable support for education in the United States. Mr. Forlines enjoyed a long career with J.P. Morgan from 1985-2000, serving various roles within the firm, including Vice President of Structured Products, Co-Head of the U.S. Private Equity Group, Managing Director in the Securities Business Development Group and Managing Director and Co-Head of U.S. Tech, Media & Telecom Investment Banking.

Mr. Forlines is admitted to the practice of law in the State of New York; before his career at JP Morgan his legal work specialized in structured debt and equity products. Graduating from Duke University with Honors in English and Economics, Mr. Forlines has also earned his J.D from the Duke University School of Law.

Mr. Forlines has served on the Girl Scouts of America National Investment Committee and is on the Board of Shakespeare’s Globe in London and the Duke University Athletic Advisory Board. He is a Trustee of the North Shore Wildlife Sanctuary and the Ruth Z. Fleishman Foundation. John and his wife, Anne, have three children living in the New York area: a daughter working in the wedding and fashion industries, a daughter in medical school and a son employed in investment management.

Nick Lobley

Portfolio Manager
Investment Committee Member

Nick Lobley
is a Portfolio Manager for the Donoghue Forlines Global Tactical Portfolios (formerly the JAForlines Global Tactical Portfolios) and an investment committee member at Donoghue Forlines (formerly W.E. Donoghue & Co., LLC). Mr. Lobley is responsible for fundamental multi-asset research, portfolio construction, and ETF selection. He also acts as a source of communication for the portfolio team, bringing clients insight into the Tactical Allocation strategies.

Nick started with JAForlines Global as an Analyst when it was an independent investment adviser. He served as a trader, assisted in operations, and supported the research team. In April of 2018, he joined the Global Tactical Allocation Portfolio Management team as a senior research analyst. Prior to joining JAForlines Global, Nick was an Associate at Paley Advisors, where he supported partners in research, financial analysis, and marketing.

Nick earned a B.A. in Economics and a minor in Sociology from Oberlin College. At Oberlin, Nick was a star athlete on the Varsity Lacrosse Team, achieving the all-time school point record, winning the title of “Freshman Athlete of the Year” in 2013, and making All-Conference in 2016.

On weekends, Nick enjoys playing golf and spending time with his family, friends, and dog.