John A Forlines III

John A. Forlines III

Chairman and Chief Investment Officer

John A. Forlines III 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.

In addition to his work at JFG 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. He also serves as Senior Advisor to Core Asset Management Company and previously served as the Co-Chair and President of the Investment Committee of Core. 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 a daughter working in the fashion industry in New York City, a daughter in The Columbia University Post baccalaureate Premedical Program and a son who is a senior at Duke University.

  • We believe our investment approach, track record and customized service are truly changing the game in investment management.

    - John A. Forlines III

About JAForlines Global

JAForlines Global (JFG) is a New York-based investment management company specializing exclusively in separately managed and model account strategies for clients of select independent RIAs, Broker/Dealers and their Registered Representatives.

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JAForlines Global
Tel: (516) 609-3370