Donoghue Forlines

Donoghue Forlines
Main Offices
Suite 310, One International Place
Boston, MA 02110
Suite 1, 63 Forest Avenue
Locust Valley, NY 11560
(800) 642-4276

Articles by Donoghue Forlines

John A. Forlines, III

John A. Forlines III

John A. Forlines, III is Chief Investment Officer of Donoghue Forlines and Portfolio Manager for the Donoghue Forlines Global Tactical Portfolios. Mr. Forlines is an Executive in Residence in the Department of Economics at Duke where he teaches classes in behavioral finance and decision making. 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.

Jeffrey Thompson

Jeffrey Thompson

Jeff Thompson is the Chief Executive Officer of Donoghue Forlines, LLC. In addition to being a principal of the firm, he is a member of Investment Policy Committee and coportfolio manager to the Donoghue Forlines Mutual Funds. As part of Jeff’s responsibilities on the investment committee, he leads in the design and ongoing management of the technical signals and models applied to many of the firm’s investment strategies. Jeff has been with W.E. Donoghue since 1998 and was the key driver for helping the firm develop its first pooled investment vehicle. He was instrumental in taking the firm’s commitment to offering tactical risk management for individual clients and families to establishing the indices and investment strategies that have grown to become the family of Power indices and funds. Prior to W.E. Donoghue, Jeff has held positions at Lehman Brothers, Gruntal & Co., Cowen & Co., and BTS Asset Management.

Rick Molari

Rick Molari

Rick Molari is the Chief Operating Officer of Donoghue Forlines, LLC. He is a principal, corporate officer as well as a member of Donoghue Forlines’ Investment Policy Committee. As part of Rick’s responsibilities on the investment committee he is involved in the design and maintenance of the technical asset allocation models applied to the fixed income and equity rotation strategies. He is also a co-portfolio manager to the Donoghue Forlines Mutual Funds of which Donoghue Forlines is the Advisor. Rick is an accomplished investment management operations and global trading specialist with over seventeen years of industry experience. He has extensive knowledge of international equity, fixed income and currency markets as well as back and middle office operations, portfolio accounting and compliance regulations. Rick joined W.E. Donoghue in 2014 to manage the trading and operations team. Prior to his current role, Rick spent ten years at a multi-billion dollar Boston based global hedge fund, trading international equities and managing trade operations. He started his professional career in fund accounting and back office administration with State Street Global Advisors and later BISYS Hedge Fund Services Inc. Rick holds a dual Bachelor’s of Science degree from Northeastern University in Finance and Entrepreneurship. He is currently an active member of the CFA Institute, the Boston Security Analysts Society and the Boston Securities Traders Association.

Nick Lobley

Nick Lobley

Nick Lobley is a Portfolio Manager for the Donoghue Forlines Global Tactical Portfolios and an investment committee member at Donoghue Forlines. 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.

More Articles

A New Bull Market?

A New Bull Market?

By John A. Forlines, III Chief Investment Officer Don’t Fight the Tape. Animal spirits are alive and well as financial…

Looking Ahead to 2023

Looking Ahead to 2023

First off … thank you! The year is almost over and we are grateful to all our Advisors, Fiduciaries, Brokers,…

Important Risk Disclosure

Investing involves risk including the risk of loss of principal.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

Distributor: ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.

State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, One Iron Street, Boston, MA 02210.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit Read it carefully.

None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with Vettafi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with Vettafi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse Vettafi ETF Strategist and disclaims any liability associated with Vettafi ETF Strategist.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

© 2023 State Street Corporation - All Rights Reserved.

Not FDIC Insured – No Bank Guarantee – May Lose Value