Articles by JAForlines Globals

John A. Forlines III, Chairman and Chief Investment Officer

John A. Forlines III

John is Chairman and Chief Investment Officer at JAForlines Global (JFG), a New York-based investment management company specializing in separately managed accounts and model account strategies for broker/dealers, RIAs and their representatives. JFG also offers a tactical allocation Collective Fund for use in 401(k) plans and is sub-advisor to the American Independence JAForlines Global Tactical Allocation Fund. In addition to his leadership as portfolio manager for JFG’s investments, Mr. Forlines is an Executive in Residence in the Department of Economics at Duke where he teaches classes in behavioral finance and decision making. 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.

Robert (Bob) Shea, Chief Executive Officer

Robert (Bob) Shea

Bob focuses on product development, particularly long/short opportunities, tactical strategy, and participates in the idea generation process that is crucial to JFG’s model construction.

Bob is a former partner at Goldman Sachs and was a founder and CIO of AsiaSource Capital, a partnership based in the U.S. and Singapore. AsiaSource’s investment thesis is centered on Greater China.

Spending 14 years at Goldman Sachs, Bob was partner in charge of cash equity and sector based proprietary trading and also served as a member of Goldman’s Equity Division Risk and Global Trading Committees. Bob also was a member of NASDAQ's Quality of Markets Committee.

Prior to Goldman Sachs, Bob spent 5 years as a senior equity trader at First Boston.

JAForlines Globals

63 Forest Avenue
Locust Valley, NY 11560

Phone: (516) 609-3370


Platforms Available

  • Envestnet
  • FolioDynmix
  • TD Ameritrade
  • Schwab
  • FTJ
  • Alta Trust
  • ModelxChange
  • LPL